1Y
-1.43%
3Y
+9.98%
5Y
+12.20%
Since Inception
+16.25%
Sharpe
0.48
Sortino
0.75
Max Drawdown
-27.52%
Volatility
16.87%
Alpha
+1.77%
Beta
1.16
Info Ratio
0.33
Up / Down Capture
115 / 110
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹686 Cr (January - March 2026)
Expense ratio (Direct)1.93%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Value
1Y
#18 of 23
Top 78%
3Y CAGR
#21 of 22
Top 95%
5Y CAGR
#11 of 18
Top 61%
Sharpe
#14 of 23
Top 61%