1Y
+5.05%
3Y
+7.55%
5Y
+6.30%
Since Inception
+6.55%
Sharpe
-0.37
Sortino
-0.48
Max Drawdown
-3.02%
Volatility
2.08%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2021-04-15
AUM₹593 Cr (January - March 2026)
Expense ratio (Direct)0.48%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Domestic
1Y
#55 of 86
Top 64%
3Y CAGR
#66 of 70
Top 94%
5Y CAGR
#43 of 50
Top 86%
Sharpe
#78 of 81
Top 96%