1Y
-2.74%
3Y
+16.11%
5Y
-
Since Inception
+16.93%
Sharpe
0.57
Sortino
0.89
Max Drawdown
-27.16%
Volatility
20.50%
Alpha
-1.68%
Beta
0.96
Info Ratio
-0.49
Up / Down Capture
91 / 93
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹15.1K Cr (January - March 2026)
Expense ratio (Direct)0.76%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#26 of 31
Top 84%
3Y CAGR
#15 of 23
Top 65%
5Y CAGR
-
Sharpe
#23 of 31
Top 74%