1Y
-0.62%
3Y
+13.19%
5Y
-
Since Inception
+12.97%
Sharpe
0.43
Sortino
0.66
Max Drawdown
-21.72%
Volatility
16.36%
Alpha
+0.52%
Beta
0.95
Info Ratio
0.02
Up / Down Capture
96 / 90
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-07-01
AUM₹4.4K Cr (January - March 2026)
Expense ratio (Direct)0.96%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#115 of 225
Top 51%
3Y CAGR
#86 of 128
Top 67%
5Y CAGR
-
Sharpe
#118 of 225
Top 52%