1Y
-0.62%
3Y
+10.33%
5Y
-
Since Inception
+10.08%
Sharpe
0.41
Sortino
0.61
Max Drawdown
-8.67%
Volatility
7.43%
Alpha
+2.68%
Beta
0.91
Info Ratio
0.68
Up / Down Capture
101 / 62
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹1.5K Cr (January - March 2026)
Expense ratio (Direct)1.20%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#18 of 37
Top 49%
3Y CAGR
#16 of 30
Top 53%
5Y CAGR
-
Sharpe
#16 of 36
Top 44%