1Y
+4.79%
3Y
+11.70%
5Y
+9.14%
Since Inception
+12.52%
Sharpe
0.39
Sortino
0.58
Max Drawdown
-15.12%
Volatility
10.93%
Alpha
+3.32%
Beta
1.18
Info Ratio
0.86
Up / Down Capture
126 / 110
NAV (last ~1 year)
Fund details
AMCUnion
Fund manager-
Data from2021-04-13
AUM₹685 Cr (January - March 2026)
Expense ratio (Direct)2.91%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#8 of 32
Top 25%
3Y CAGR
#19 of 32
Top 59%
5Y CAGR
#20 of 28
Top 71%
Sharpe
#18 of 32
Top 56%