1Y
-0.12%
3Y
+9.99%
5Y
+8.61%
Since Inception
+11.83%
Sharpe
0.44
Sortino
0.64
Max Drawdown
-19.27%
Volatility
13.89%
Alpha
+1.40%
Beta
0.94
Info Ratio
0.29
Up / Down Capture
100 / 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
#8 of 37
Top 22%
3Y CAGR
#16 of 34
Top 47%
5Y CAGR
#15 of 31
Top 48%
Sharpe
#17 of 37
Top 46%