1Y
+9.43%
3Y
-
5Y
-
Since Inception
+21.57%
Sharpe
0.80
Sortino
1.14
Max Drawdown
-23.50%
Volatility
18.83%
Alpha
+9.02%
Beta
1.04
Info Ratio
1.03
Up / Down Capture
126 / 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
#30 of 225
Top 13%
3Y CAGR
-
5Y CAGR
-
Sharpe
#33 of 225
Top 15%