1Y
-6.46%
3Y
+10.35%
5Y
-
Since Inception
+11.09%
Sharpe
0.40
Sortino
0.57
Max Drawdown
-23.48%
Volatility
16.03%
Alpha
+0.58%
Beta
0.93
Info Ratio
0.03
Up / Down Capture
92 / 83
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2023-07-12
AUM₹994 Cr (January - March 2026)
Expense ratio (Direct)1.31%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#223 of 238
Top 94%
3Y CAGR
#105 of 143
Top 73%
5Y CAGR
-
Sharpe
#149 of 237
Top 63%