1Y
+0.47%
3Y
+19.02%
5Y
-
Since Inception
+20.58%
Sharpe
0.78
Sortino
1.31
Max Drawdown
-25.35%
Volatility
20.15%
Alpha
+6.60%
Beta
1.25
Info Ratio
0.82
Up / Down Capture
141 / 122
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹2.2K Cr (January - March 2026)
Expense ratio (Direct)1.03%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#102 of 225
Top 45%
3Y CAGR
#47 of 128
Top 37%
5Y CAGR
-
Sharpe
#40 of 225
Top 18%