1Y
+3.12%
3Y
+16.31%
5Y
+17.66%
Since Inception
+21.37%
Sharpe
0.82
Sortino
1.29
Max Drawdown
-16.96%
Volatility
14.83%
Alpha
+2.46%
Beta
0.83
Info Ratio
0.07
Up / Down Capture
90 / 77
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-13
AUM₹91.6K Cr (January - March 2026)
Expense ratio (Direct)0.76%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#25 of 32
Top 78%
3Y CAGR
#17 of 30
Top 57%
5Y CAGR
#3 of 22
Top 14%
Sharpe
#3 of 32
Top 9%