1Y
+11.06%
3Y
-
5Y
-
Since Inception
+11.68%
Sharpe
0.16
Sortino
0.22
Max Drawdown
-18.88%
Volatility
15.75%
Alpha
+3.76%
Beta
0.90
Info Ratio
0.56
Up / Down Capture
105 / 85
NAV (last ~1 year)
Fund details
AMCTrust
Fund manager-
Data from2024-04-29
AUM₹1.1K Cr (January - March 2026)
Expense ratio (Direct)1.28%
Minimum lumpsumRs 1,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#4 of 44
Top 9%
3Y CAGR
-
5Y CAGR
-
Sharpe
#37 of 44
Top 84%