1Y
+2.00%
3Y
+20.71%
5Y
+19.56%
Since Inception
+21.93%
Sharpe
0.96
Sortino
1.55
Max Drawdown
-16.96%
Volatility
14.81%
Alpha
+2.36%
Beta
0.85
Info Ratio
0.02
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
#17 of 31
Top 55%
3Y CAGR
#12 of 29
Top 41%
5Y CAGR
#5 of 22
Top 23%
Sharpe
#2 of 31
Top 6%