1Y
+3.85%
3Y
+11.64%
5Y
+10.11%
Since Inception
+14.83%
Sharpe
0.41
Sortino
0.61
Max Drawdown
-18.80%
Volatility
15.39%
Alpha
-2.88%
Beta
1.02
Info Ratio
-0.59
Up / Down Capture
94 / 106
NAV (last ~1 year)
Fund details
AMCNavi
Fund manager-
Data from2021-04-13
AUM₹294 Cr (January - March 2026)
Expense ratio (Direct)0.59%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#18 of 36
Top 50%
3Y CAGR
#27 of 28
Top 96%
5Y CAGR
#25 of 28
Top 89%
Sharpe
#25 of 36
Top 69%