1Y
+8.02%
3Y
+16.00%
5Y
-
Since Inception
+20.54%
Sharpe
0.74
Sortino
1.25
Max Drawdown
-25.35%
Volatility
19.85%
Alpha
+6.24%
Beta
1.25
Info Ratio
0.76
Up / Down Capture
140 / 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
#88 of 238
Top 37%
3Y CAGR
#62 of 143
Top 43%
5Y CAGR
-
Sharpe
#52 of 237
Top 22%