1Y
+12.41%
3Y
+13.29%
5Y
-
Since Inception
+18.28%
Sharpe
0.50
Sortino
0.78
Max Drawdown
-27.16%
Volatility
20.30%
Alpha
-0.38%
Beta
0.96
Info Ratio
-0.17
Up / Down Capture
94 / 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
#14 of 32
Top 44%
3Y CAGR
#16 of 26
Top 62%
5Y CAGR
-
Sharpe
#24 of 32
Top 75%