1Y
+6.31%
3Y
+15.76%
5Y
+12.82%
Since Inception
+16.59%
Sharpe
0.67
Sortino
1.04
Max Drawdown
-22.67%
Volatility
15.53%
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 42
Top 26%
3Y CAGR
#8 of 38
Top 21%
5Y CAGR
#7 of 28
Top 25%
Sharpe
#15 of 42
Top 36%