1Y
+5.36%
3Y
+15.01%
5Y
+15.07%
Since Inception
+18.72%
Sharpe
0.65
Sortino
1.03
Max Drawdown
-22.58%
Volatility
15.34%
Alpha
+4.12%
Beta
1.05
Info Ratio
0.69
Up / Down Capture
114 / 95
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹2.3K Cr (January - March 2026)
Expense ratio (Direct)0.79%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#18 of 44
Top 41%
3Y CAGR
#15 of 38
Top 39%
5Y CAGR
#4 of 28
Top 14%
Sharpe
#5 of 44
Top 11%