1Y
+0.78%
3Y
+8.36%
5Y
+8.35%
Since Inception
+9.16%
Sharpe
0.40
Sortino
0.59
Max Drawdown
-4.08%
Volatility
4.40%
Alpha
+2.06%
Beta
1.27
Info Ratio
1.06
Up / Down Capture
131 / 136
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-15
AUM₹3.3K Cr (January - March 2026)
Expense ratio (Direct)1.17%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Conservative Hybrid
1Y
#14 of 19
Top 74%
3Y CAGR
#12 of 19
Top 63%
5Y CAGR
#10 of 18
Top 56%
Sharpe
#7 of 19
Top 37%