1Y
-1.33%
3Y
+11.97%
5Y
-
Since Inception
+15.04%
Sharpe
0.44
Sortino
0.67
Max Drawdown
-20.20%
Volatility
15.41%
Alpha
+2.21%
Beta
1.03
Info Ratio
0.58
Up / Down Capture
106 / 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
#32 of 32
Top 100%
3Y CAGR
#21 of 23
Top 91%
5Y CAGR
-
Sharpe
#17 of 32
Top 53%