1Y
+11.99%
3Y
+18.48%
5Y
+14.39%
Since Inception
+18.25%
Sharpe
0.60
Sortino
0.89
Max Drawdown
-25.08%
Volatility
16.36%
Alpha
+4.46%
Beta
1.03
Info Ratio
0.61
Up / Down Capture
117 / 101
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2021-04-13
AUM₹4.6K Cr (January - March 2026)
Expense ratio (Direct)1.45%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#3 of 36
Top 8%
3Y CAGR
#3 of 28
Top 11%
5Y CAGR
#5 of 28
Top 18%
Sharpe
#8 of 36
Top 22%