1Y
+13.12%
3Y
+26.41%
5Y
-
Since Inception
+23.75%
Sharpe
0.92
Sortino
1.45
Max Drawdown
-25.96%
Volatility
18.83%
Alpha
+5.14%
Beta
1.02
Info Ratio
0.81
Up / Down Capture
109 / 87
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹12.1K Cr (January - March 2026)
Expense ratio (Direct)1.23%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#1 of 31
Top 3%
3Y CAGR
#1 of 29
Top 3%
5Y CAGR
-
Sharpe
#5 of 31
Top 16%