1Y
+7.88%
3Y
+16.89%
5Y
+13.15%
Since Inception
+16.85%
Sharpe
0.54
Sortino
0.83
Max Drawdown
-22.67%
Volatility
15.62%
Alpha
+3.89%
Beta
1.08
Info Ratio
0.96
Up / Down Capture
116 / 99
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2021-04-13
AUM₹5.2K Cr (January - March 2026)
Expense ratio (Direct)1.35%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#11 of 44
Top 25%
3Y CAGR
#9 of 38
Top 24%
5Y CAGR
#8 of 28
Top 29%
Sharpe
#14 of 44
Top 32%