1Y
+10.77%
3Y
+16.09%
5Y
+12.78%
Since Inception
+13.87%
Sharpe
0.69
Sortino
1.04
Max Drawdown
-14.97%
Volatility
10.44%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2021-04-15
AUM₹85 Cr (January - March 2026)
Expense ratio (Direct)1.29%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Domestic
1Y
#31 of 86
Top 36%
3Y CAGR
#34 of 70
Top 49%
5Y CAGR
#19 of 50
Top 38%
Sharpe
#31 of 81
Top 38%