1Y
+4.81%
3Y
+6.99%
5Y
-
Since Inception
+7.03%
Sharpe
-0.33
Sortino
-0.44
Max Drawdown
-0.65%
Volatility
1.21%
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
#9 of 23
Top 39%
3Y CAGR
#15 of 22
Top 68%
5Y CAGR
-
Sharpe
#3 of 22
Top 14%