1Y
+7.37%
3Y
+15.84%
5Y
-
Since Inception
+19.64%
Sharpe
0.60
Sortino
0.98
Max Drawdown
-25.35%
Volatility
19.85%
Alpha
+6.24%
Beta
1.25
Info Ratio
0.76
Up / Down Capture
140 / 122
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹2.2K Cr (January - March 2026)
Expense ratio (Direct)1.03%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#88 of 242
Top 36%
3Y CAGR
#63 of 145
Top 43%
5Y CAGR
-
Sharpe
#56 of 242
Top 23%