1Y
+9.85%
3Y
+15.46%
5Y
+12.13%
Since Inception
+15.97%
Sharpe
0.49
Sortino
0.73
Max Drawdown
-21.21%
Volatility
15.81%
Alpha
+2.71%
Beta
1.03
Info Ratio
0.50
Up / Down Capture
108 / 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
#7 of 29
Top 24%
3Y CAGR
#9 of 28
Top 32%
5Y CAGR
#9 of 23
Top 39%
Sharpe
#9 of 29
Top 31%