1Y
+0.43%
3Y
+12.60%
5Y
+13.99%
Since Inception
+17.95%
Sharpe
0.76
Sortino
1.20
Max Drawdown
-18.71%
Volatility
14.91%
Alpha
+0.90%
Beta
1.02
Info Ratio
0.49
Up / Down Capture
104 / 101
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-13
AUM₹28.0K Cr (January - March 2026)
Expense ratio (Direct)0.92%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#28 of 36
Top 78%
3Y CAGR
#20 of 28
Top 71%
5Y CAGR
#6 of 28
Top 21%
Sharpe
#5 of 36
Top 14%