1Y
-14.14%
3Y
+5.01%
5Y
-
Since Inception
+4.92%
Sharpe
0.14
Sortino
0.20
Max Drawdown
-30.60%
Volatility
21.23%
Alpha
-6.09%
Beta
0.80
Info Ratio
-0.47
Up / Down Capture
64 / 82
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2023-09-08
AUM₹1.5K Cr (January - March 2026)
Expense ratio (Direct)1.11%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#237 of 238
Top 100%
3Y CAGR
#137 of 143
Top 96%
5Y CAGR
-
Sharpe
#195 of 237
Top 82%