1Y
+0.45%
3Y
+14.88%
5Y
+13.30%
Since Inception
+14.74%
Sharpe
0.54
Sortino
0.82
Max Drawdown
-21.21%
Volatility
15.95%
Alpha
+2.04%
Beta
1.03
Info Ratio
0.39
Up / Down Capture
105 / 95
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2021-04-13
AUM₹1.7K Cr (January - March 2026)
Expense ratio (Direct)1.06%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#8 of 29
Top 28%
3Y CAGR
#10 of 26
Top 38%
5Y CAGR
#8 of 22
Top 36%
Sharpe
#11 of 29
Top 38%