1Y
+4.98%
3Y
+16.56%
5Y
-
Since Inception
+16.91%
Sharpe
0.45
Sortino
0.72
Max Drawdown
-23.41%
Volatility
18.85%
Alpha
+3.90%
Beta
1.22
Info Ratio
0.60
Up / Down Capture
132 / 124
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹1.1K Cr (January - March 2026)
Expense ratio (Direct)1.18%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#121 of 242
Top 50%
3Y CAGR
#55 of 145
Top 38%
5Y CAGR
-
Sharpe
#83 of 242
Top 34%