1Y
+18.96%
3Y
+34.34%
5Y
-
Since Inception
+37.99%
Sharpe
0.95
Sortino
1.82
Max Drawdown
-34.54%
Volatility
30.46%
Alpha
+24.80%
Beta
1.61
Info Ratio
1.34
Up / Down Capture
207 / 104
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2023-06-02
AUM₹7.7K Cr (January - March 2026)
Expense ratio (Direct)0.89%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#24 of 242
Top 10%
3Y CAGR
#2 of 145
Top 1%
5Y CAGR
-
Sharpe
#2 of 242
Top 1%