1Y
-2.42%
3Y
+11.43%
5Y
-
Since Inception
+14.72%
Sharpe
0.59
Sortino
0.92
Max Drawdown
-20.20%
Volatility
15.27%
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
#20 of 22
Top 91%
5Y CAGR
-
Sharpe
#19 of 32
Top 59%