1Y
-5.42%
3Y
+9.78%
5Y
+11.24%
Since Inception
+15.03%
Sharpe
0.54
Sortino
0.84
Max Drawdown
-23.09%
Volatility
16.93%
Alpha
+1.17%
Beta
1.13
Info Ratio
0.32
Up / Down Capture
108 / 101
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-13
AUM₹1.2K Cr (January - March 2026)
Expense ratio (Direct)1.35%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#216 of 238
Top 91%
3Y CAGR
#108 of 143
Top 76%
5Y CAGR
#64 of 103
Top 62%
Sharpe
#107 of 237
Top 45%