1Y
+18.57%
3Y
+15.47%
5Y
+16.22%
Since Inception
+21.26%
Sharpe
0.70
Sortino
1.12
Max Drawdown
-26.24%
Volatility
17.82%
Alpha
+3.20%
Beta
0.84
Info Ratio
0.16
Up / Down Capture
90 / 75
NAV (last ~1 year)
Fund details
AMCUnion
Fund manager-
Data from2021-04-13
AUM₹1.7K Cr (January - March 2026)
Expense ratio (Direct)1.83%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#5 of 32
Top 16%
3Y CAGR
#10 of 26
Top 38%
5Y CAGR
#7 of 21
Top 33%
Sharpe
#10 of 32
Top 31%