1Y
+3.14%
3Y
+15.65%
5Y
-
Since Inception
+18.19%
Sharpe
0.79
Sortino
1.25
Max Drawdown
-19.61%
Volatility
15.05%
Alpha
+6.62%
Beta
1.03
Info Ratio
1.44
Up / Down Capture
120 / 90
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹14.4K Cr (January - March 2026)
Expense ratio (Direct)0.89%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Value
1Y
#9 of 23
Top 39%
3Y CAGR
#6 of 22
Top 27%
5Y CAGR
-
Sharpe
#2 of 23
Top 9%