1Y
-8.09%
3Y
+15.82%
5Y
-
Since Inception
+15.71%
Sharpe
0.55
Sortino
0.90
Max Drawdown
-23.41%
Volatility
19.29%
Alpha
+2.63%
Beta
1.21
Info Ratio
0.48
Up / Down Capture
127 / 124
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹1.1K Cr (January - March 2026)
Expense ratio (Direct)1.18%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#198 of 225
Top 88%
3Y CAGR
#63 of 128
Top 49%
5Y CAGR
-
Sharpe
#89 of 225
Top 40%