1Y
+1.64%
3Y
+20.63%
5Y
-
Since Inception
+21.92%
Sharpe
0.94
Sortino
1.52
Max Drawdown
-20.07%
Volatility
17.03%
Alpha
+6.98%
Beta
1.07
Info Ratio
1.21
Up / Down Capture
120 / 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
#8 of 31
Top 26%
3Y CAGR
#1 of 19
Top 5%
5Y CAGR
-
Sharpe
#2 of 31
Top 6%