1Y
+1.69%
3Y
+9.25%
5Y
+8.79%
Since Inception
+9.97%
Sharpe
0.50
Sortino
0.75
Max Drawdown
-5.34%
Volatility
5.38%
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
#19 of 23
Top 83%
3Y CAGR
#14 of 21
Top 67%
5Y CAGR
#6 of 18
Top 33%
Sharpe
#9 of 23
Top 39%