1Y
+8.85%
3Y
+18.66%
5Y
-
Since Inception
+22.68%
Sharpe
1.02
Sortino
1.65
Max Drawdown
-20.07%
Volatility
16.52%
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
#10 of 32
Top 31%
3Y CAGR
#2 of 22
Top 9%
5Y CAGR
-
Sharpe
#2 of 32
Top 6%