1Y
-6.91%
3Y
+13.77%
5Y
+13.33%
Since Inception
+15.75%
Sharpe
0.56
Sortino
0.88
Max Drawdown
-23.09%
Volatility
17.32%
Alpha
+1.53%
Beta
1.13
Info Ratio
0.40
Up / Down Capture
109 / 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
#188 of 225
Top 84%
3Y CAGR
#83 of 128
Top 65%
5Y CAGR
#53 of 99
Top 54%
Sharpe
#84 of 225
Top 37%