1Y
-3.77%
3Y
+11.20%
5Y
+10.06%
Since Inception
+11.54%
Sharpe
0.38
Sortino
0.56
Max Drawdown
-19.27%
Volatility
14.19%
Alpha
+0.91%
Beta
0.94
Info Ratio
0.16
Up / Down Capture
98 / 92
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2021-04-13
AUM₹1.9K Cr (January - March 2026)
Expense ratio (Direct)1.49%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#10 of 37
Top 27%
3Y CAGR
#17 of 34
Top 50%
5Y CAGR
#16 of 30
Top 53%
Sharpe
#21 of 37
Top 57%