1Y
+7.29%
3Y
+14.37%
5Y
-
Since Inception
+14.28%
Sharpe
0.44
Sortino
0.63
Max Drawdown
-19.59%
Volatility
12.90%
Alpha
+5.85%
Beta
1.21
Info Ratio
0.76
Up / Down Capture
142 / 111
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹5.4K Cr (January - March 2026)
Expense ratio (Direct)0.93%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#5 of 32
Top 16%
3Y CAGR
#4 of 32
Top 12%
5Y CAGR
-
Sharpe
#15 of 32
Top 47%