1Y
-7.55%
3Y
+9.39%
5Y
-
Since Inception
+8.08%
Sharpe
0.15
Sortino
0.23
Max Drawdown
-30.60%
Volatility
22.18%
Alpha
-6.09%
Beta
0.80
Info Ratio
-0.47
Up / Down Capture
64 / 82
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2023-09-08
AUM₹1.5K Cr (January - March 2026)
Expense ratio (Direct)1.11%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#237 of 242
Top 98%
3Y CAGR
#125 of 145
Top 86%
5Y CAGR
-
Sharpe
#167 of 242
Top 69%