1Y
-4.65%
3Y
+6.27%
5Y
+7.87%
Since Inception
+10.76%
Sharpe
0.41
Sortino
0.58
Max Drawdown
-12.59%
Volatility
10.12%
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
#31 of 32
Top 97%
3Y CAGR
#32 of 32
Top 100%
5Y CAGR
#24 of 28
Top 86%
Sharpe
#26 of 32
Top 81%