1Y
-7.39%
3Y
-
5Y
-
Since Inception
-9.78%
Sharpe
-0.44
Sortino
-0.56
Max Drawdown
-27.55%
Volatility
21.64%
Alpha
-17.62%
provisional: short history
Beta
0.84
provisional: short history
Info Ratio
-1.28
provisional: short history
Up / Down Capture
32 / 102
provisional: short history
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2024-12-11
AUM₹151 Cr (January - March 2026)
Expense ratio (Direct)0.37%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#12 of 13
Top 92%
3Y CAGR
-
5Y CAGR
-
Sharpe
#13 of 13
Top 100%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.