1Y
+1.98%
3Y
+8.93%
5Y
+7.43%
Since Inception
+8.47%
Sharpe
0.32
Sortino
0.45
Max Drawdown
-6.08%
Volatility
4.91%
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
#13 of 19
Top 68%
3Y CAGR
#2 of 19
Top 11%
5Y CAGR
#8 of 18
Top 44%
Sharpe
#10 of 19
Top 53%