1Y
+3.41%
3Y
+9.74%
5Y
+8.38%
Since Inception
+8.88%
Sharpe
0.31
Sortino
0.44
Max Drawdown
-6.08%
Volatility
4.96%
Alpha
+3.28%
Beta
1.20
Info Ratio
0.91
Up / Down Capture
140 / 110
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2021-04-15
AUM₹139 Cr (January - March 2026)
Expense ratio (Direct)1.24%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Conservative Hybrid
1Y
#7 of 19
Top 37%
3Y CAGR
#3 of 19
Top 16%
5Y CAGR
#9 of 18
Top 50%
Sharpe
#10 of 19
Top 53%