1Y
+7.53%
3Y
+17.38%
5Y
-
Since Inception
+22.14%
Sharpe
0.80
Sortino
1.27
Max Drawdown
-20.07%
Volatility
16.76%
Alpha
+7.67%
Beta
1.07
Info Ratio
1.30
Up / Down Capture
123 / 87
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2023-02-03
AUM₹5.2K Cr (January - March 2026)
Expense ratio (Direct)0.83%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#14 of 32
Top 44%
3Y CAGR
#8 of 23
Top 35%
5Y CAGR
-
Sharpe
#2 of 32
Top 6%