1Y
-6.30%
3Y
+14.76%
5Y
-
Since Inception
+14.76%
Sharpe
0.55
Sortino
0.87
Max Drawdown
-20.20%
Volatility
15.69%
Alpha
+1.94%
Beta
1.03
Info Ratio
0.53
Up / Down Capture
105 / 95
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-12-10
AUM₹19.2K Cr (January - March 2026)
Expense ratio (Direct)0.97%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#29 of 31
Top 94%
3Y CAGR
#14 of 19
Top 74%
5Y CAGR
-
Sharpe
#15 of 31
Top 48%