1Y
-1.96%
3Y
+16.86%
5Y
+13.99%
Since Inception
+15.81%
Sharpe
0.61
Sortino
0.96
Max Drawdown
-22.67%
Volatility
15.82%
Alpha
+3.87%
Beta
1.08
Info Ratio
0.97
Up / Down Capture
115 / 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
#17 of 41
Top 41%
3Y CAGR
#8 of 35
Top 23%
5Y CAGR
#8 of 25
Top 32%
Sharpe
#13 of 40
Top 32%