1Y
+22.83%
3Y
-
5Y
-
Since Inception
+10.63%
Sharpe
0.08
Sortino
0.11
Max Drawdown
-20.55%
Volatility
17.64%
Alpha
+7.41%
provisional: short history
Beta
0.92
provisional: short history
Info Ratio
1.00
provisional: short history
Up / Down Capture
108 / 71
provisional: short history
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2024-09-30
AUM₹1.3K Cr (January - March 2026)
Expense ratio (Direct)1.17%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#12 of 242
Top 5%
3Y CAGR
-
5Y CAGR
-
Sharpe
#176 of 242
Top 73%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.