1Y
+35.83%
3Y
+11.26%
5Y
+4.90%
Since Inception
+7.88%
Sharpe
0.15
Sortino
0.23
Max Drawdown
-36.03%
Volatility
27.05%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2021-04-13
AUM₹368 Cr (January - March 2026)
Expense ratio (Direct)0.92%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Domestic
1Y
#21 of 86
Top 24%
3Y CAGR
#54 of 70
Top 77%
5Y CAGR
#49 of 50
Top 98%
Sharpe
#64 of 81
Top 79%
Data quality flags
- Default benchmark for this category is not yet in our data, so benchmark-relative metrics are unavailable.