1Y
+7.46%
3Y
+19.43%
5Y
+16.10%
Since Inception
+18.03%
Sharpe
0.69
Sortino
1.03
Max Drawdown
-25.08%
Volatility
16.52%
Alpha
+3.66%
Beta
1.03
Info Ratio
0.51
Up / Down Capture
113 / 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
#1 of 33
Top 3%
3Y CAGR
#4 of 28
Top 14%
5Y CAGR
#6 of 28
Top 21%
Sharpe
#10 of 33
Top 30%