1Y
+5.60%
3Y
+16.86%
5Y
-
Since Inception
+16.37%
Sharpe
0.48
Sortino
0.70
Max Drawdown
-19.21%
Volatility
15.47%
Alpha
+3.95%
Beta
1.01
Info Ratio
0.78
Up / Down Capture
114 / 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
#10 of 58
Top 17%
3Y CAGR
#5 of 57
Top 9%
5Y CAGR
-
Sharpe
#27 of 58
Top 47%