1Y
+2.88%
3Y
+6.88%
5Y
+6.22%
Since Inception
+6.08%
Sharpe
-0.49
Sortino
-0.66
Max Drawdown
-2.13%
Volatility
2.62%
Alpha
+1.39%
vs proxy benchmark
Beta
1.26
vs proxy benchmark
Info Ratio
0.85
vs proxy benchmark
Up / Down Capture
116 / 106
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCQuantum
Fund manager-
Data from2021-04-15
AUM₹103 Cr (January - March 2026)
Expense ratio (Direct)0.49%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Bond
1Y
#21 of 29
Top 72%
3Y CAGR
#14 of 27
Top 52%
5Y CAGR
#9 of 25
Top 36%
Sharpe
#16 of 29
Top 55%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.