1Y
+5.39%
3Y
+7.84%
5Y
-
Since Inception
+7.94%
Sharpe
0.38
Sortino
0.59
Max Drawdown
-0.58%
Volatility
1.34%
Alpha
+1.03%
Beta
0.80
Info Ratio
2.13
Up / Down Capture
111 / -2
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹760 Cr (January - March 2026)
Expense ratio (Direct)0.41%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Medium Duration
1Y
#9 of 15
Top 60%
3Y CAGR
#6 of 14
Top 43%
5Y CAGR
-
Sharpe
#2 of 15
Top 13%