1Y
-7.80%
3Y
+7.17%
5Y
+9.12%
Since Inception
+10.86%
Sharpe
0.37
Sortino
0.53
Max Drawdown
-12.59%
Volatility
10.33%
Alpha
-0.57%
Beta
1.11
Info Ratio
-0.14
Up / Down Capture
107 / 119
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-13
AUM₹23.5K Cr (January - March 2026)
Expense ratio (Direct)1.09%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#30 of 32
Top 94%
3Y CAGR
#32 of 32
Top 100%
5Y CAGR
#26 of 28
Top 93%
Sharpe
#24 of 32
Top 75%