1Y
+2.25%
3Y
+8.25%
5Y
+8.20%
Since Inception
+9.77%
Sharpe
0.52
Sortino
0.79
Max Drawdown
-5.34%
Volatility
5.26%
Alpha
+1.60%
Beta
0.97
Info Ratio
1.08
Up / Down Capture
109 / 86
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-13
AUM₹5.8K Cr (January - March 2026)
Expense ratio (Direct)1.25%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#23 of 25
Top 92%
3Y CAGR
#13 of 22
Top 59%
5Y CAGR
#6 of 18
Top 33%
Sharpe
#9 of 25
Top 36%