1Y
+17.87%
3Y
+23.41%
5Y
-
Since Inception
+23.98%
Sharpe
0.98
Sortino
1.56
Max Drawdown
-25.96%
Volatility
18.50%
Alpha
+6.62%
Beta
1.03
Info Ratio
1.00
Up / Down Capture
114 / 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 32
Top 3%
3Y CAGR
#2 of 30
Top 7%
5Y CAGR
-
Sharpe
#5 of 32
Top 16%