1Y
-4.09%
3Y
-
5Y
-
Since Inception
+12.90%
Sharpe
0.44
Sortino
0.65
Max Drawdown
-21.20%
Volatility
18.01%
Alpha
+2.59%
Beta
0.99
Info Ratio
0.31
Up / Down Capture
106 / 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
#162 of 225
Top 72%
3Y CAGR
-
5Y CAGR
-
Sharpe
#114 of 225
Top 51%