1Y
+7.35%
3Y
+12.81%
5Y
-
Since Inception
+13.14%
Sharpe
0.86
Sortino
1.22
Max Drawdown
-11.53%
Volatility
7.37%
Alpha
+5.99%
Beta
0.94
Info Ratio
0.93
Up / Down Capture
122 / 15
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹771 Cr (January - March 2026)
Expense ratio (Direct)1.78%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#4 of 25
Top 16%
3Y CAGR
#1 of 22
Top 5%
5Y CAGR
-
Sharpe
#2 of 25
Top 8%