1Y
+4.33%
3Y
+9.20%
5Y
+8.53%
Since Inception
+10.22%
Sharpe
0.41
Sortino
0.61
Max Drawdown
-5.34%
Volatility
5.31%
Alpha
+1.60%
Beta
0.97
Info Ratio
1.08
Up / Down Capture
109 / 86
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-13
AUM₹5.8K Cr (January - March 2026)
Expense ratio (Direct)1.25%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#15 of 25
Top 60%
3Y CAGR
#10 of 22
Top 45%
5Y CAGR
#7 of 18
Top 39%
Sharpe
#9 of 25
Top 36%