1Y
-3.68%
3Y
+14.64%
5Y
+15.65%
Since Inception
+18.21%
Sharpe
0.76
Sortino
1.25
Max Drawdown
-20.00%
Volatility
14.73%
Alpha
+1.36%
Beta
0.91
Info Ratio
0.10
Up / Down Capture
93 / 82
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-13
AUM₹5.8K Cr (January - March 2026)
Expense ratio (Direct)0.86%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Dividend Yield
1Y
#8 of 10
Top 80%
3Y CAGR
#5 of 8
Top 62%
5Y CAGR
#2 of 6
Top 33%
Sharpe
#2 of 10
Top 20%