1Y
+8.99%
3Y
-
5Y
-
Since Inception
+8.49%
Sharpe
-0.06
Sortino
-0.09
Max Drawdown
-21.54%
Volatility
17.65%
Alpha
+1.74%
Beta
1.04
Info Ratio
0.31
Up / Down Capture
102 / 94
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2024-05-16
AUM₹10.3K Cr (January - March 2026)
Expense ratio (Direct)0.89%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#76 of 242
Top 31%
3Y CAGR
-
5Y CAGR
-
Sharpe
#192 of 242
Top 79%