1Y
-3.85%
3Y
+16.01%
5Y
+15.48%
Since Inception
+18.06%
Sharpe
0.72
Sortino
1.15
Max Drawdown
-18.71%
Volatility
15.26%
Alpha
+0.56%
Beta
1.02
Info Ratio
0.41
Up / Down Capture
103 / 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
#26 of 33
Top 79%
3Y CAGR
#12 of 28
Top 43%
5Y CAGR
#7 of 28
Top 25%
Sharpe
#7 of 33
Top 21%