1Y
-1.70%
3Y
+16.36%
5Y
-
Since Inception
+15.57%
Sharpe
0.60
Sortino
0.89
Max Drawdown
-19.21%
Volatility
15.74%
Alpha
+3.39%
Beta
1.01
Info Ratio
0.68
Up / Down Capture
111 / 98
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹3.9K Cr (January - March 2026)
Expense ratio (Direct)1.21%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#19 of 58
Top 33%
3Y CAGR
#10 of 56
Top 18%
5Y CAGR
-
Sharpe
#22 of 58
Top 38%