1Y
+3.73%
3Y
+10.21%
5Y
-
Since Inception
+10.75%
Sharpe
0.30
Sortino
0.43
Max Drawdown
-8.67%
Volatility
7.36%
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
#17 of 37
Top 46%
3Y CAGR
#20 of 31
Top 65%
5Y CAGR
-
Sharpe
#17 of 36
Top 47%