1Y
+3.04%
3Y
+16.46%
5Y
-
Since Inception
+16.22%
Sharpe
0.63
Sortino
0.94
Max Drawdown
-21.20%
Volatility
17.46%
Alpha
+3.59%
Beta
0.99
Info Ratio
0.43
Up / Down Capture
110 / 94
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2023-09-04
AUM₹1.7K Cr (January - March 2026)
Expense ratio (Direct)0.90%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#133 of 238
Top 56%
3Y CAGR
#54 of 143
Top 38%
5Y CAGR
-
Sharpe
#80 of 237
Top 34%