1Y
-2.12%
3Y
+14.53%
5Y
+19.24%
Since Inception
+23.42%
Sharpe
0.90
Sortino
1.57
Max Drawdown
-21.28%
Volatility
17.68%
Alpha
+7.69%
Beta
1.11
Info Ratio
1.17
Up / Down Capture
125 / 89
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-13
AUM₹2.4K Cr (January - March 2026)
Expense ratio (Direct)1.34%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#183 of 238
Top 77%
3Y CAGR
#72 of 143
Top 50%
5Y CAGR
#10 of 103
Top 10%
Sharpe
#26 of 237
Top 11%