1Y
+5.59%
3Y
+15.88%
5Y
-
Since Inception
+16.18%
Sharpe
0.40
Sortino
0.59
Max Drawdown
-21.20%
Volatility
17.63%
Alpha
+3.59%
Beta
0.99
Info Ratio
0.43
Up / Down Capture
110 / 94
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2023-09-04
AUM₹1.7K Cr (January - March 2026)
Expense ratio (Direct)0.90%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#112 of 242
Top 46%
3Y CAGR
#60 of 145
Top 41%
5Y CAGR
-
Sharpe
#99 of 242
Top 41%