1Y
+4.85%
3Y
+6.89%
5Y
-
Since Inception
+6.84%
Sharpe
-0.18
Sortino
-0.26
Max Drawdown
-0.65%
Volatility
1.40%
Alpha
+0.00%
Beta
0.98
Info Ratio
0.04
Up / Down Capture
100 / 87
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹4.4K Cr (January - March 2026)
Expense ratio (Direct)0.24%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Banking and PSU
1Y
#15 of 23
Top 65%
3Y CAGR
#16 of 22
Top 73%
5Y CAGR
-
Sharpe
#3 of 22
Top 14%