1Y
+4.53%
3Y
+7.12%
5Y
+6.33%
Since Inception
+7.63%
Sharpe
-0.07
Sortino
-0.09
Max Drawdown
-3.08%
Volatility
2.97%
Alpha
-0.88%
Beta
0.57
Info Ratio
-0.48
Up / Down Capture
68 / 36
NAV (last ~1 year)
Fund details
AMCPGIM India
Fund manager-
Data from2021-04-13
AUM₹65 Cr (January - March 2026)
Expense ratio (Direct)0.60%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#14 of 25
Top 56%
3Y CAGR
#22 of 22
Top 100%
5Y CAGR
#17 of 18
Top 94%
Sharpe
#23 of 25
Top 92%