1Y
+10.39%
3Y
+25.17%
5Y
-
Since Inception
+25.06%
Sharpe
0.81
Sortino
1.17
Max Drawdown
-23.50%
Volatility
18.82%
Alpha
+10.46%
Beta
1.04
Info Ratio
1.16
Up / Down Capture
132 / 87
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2023-08-17
AUM₹1.7K Cr (January - March 2026)
Expense ratio (Direct)1.09%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#65 of 242
Top 27%
3Y CAGR
#5 of 145
Top 3%
5Y CAGR
-
Sharpe
#15 of 242
Top 6%