1Y
-0.36%
3Y
+17.10%
5Y
-
Since Inception
+14.16%
Sharpe
0.45
Sortino
0.68
Max Drawdown
-26.59%
Volatility
19.86%
Alpha
+8.72%
Beta
1.29
Info Ratio
0.95
Up / Down Capture
151 / 118
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹141 Cr (January - March 2026)
Expense ratio (Direct)0.39%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#172 of 325
Top 53%
3Y CAGR
#39 of 188
Top 21%
5Y CAGR
-
Sharpe
#52 of 293
Top 18%