1Y
-1.68%
3Y
+19.73%
5Y
-
Since Inception
+18.61%
Sharpe
0.77
Sortino
1.22
Max Drawdown
-19.61%
Volatility
15.57%
Alpha
+6.42%
Beta
1.03
Info Ratio
1.40
Up / Down Capture
118 / 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
#10 of 23
Top 43%
3Y CAGR
#2 of 21
Top 10%
5Y CAGR
-
Sharpe
#2 of 23
Top 9%