1Y
+6.43%
3Y
+16.55%
5Y
+13.02%
Since Inception
+17.32%
Sharpe
0.59
Sortino
0.94
Max Drawdown
-20.85%
Volatility
15.44%
Alpha
+3.59%
Beta
1.03
Info Ratio
0.68
Up / Down Capture
111 / 94
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹39 Cr (January - March 2026)
Expense ratio (Direct)1.09%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#6 of 58
Top 10%
3Y CAGR
#6 of 57
Top 11%
5Y CAGR
#9 of 45
Top 20%
Sharpe
#18 of 58
Top 31%