1Y
+5.70%
3Y
+17.37%
5Y
-
Since Inception
+14.79%
Sharpe
0.33
Sortino
0.48
Max Drawdown
-26.59%
Volatility
19.17%
Alpha
+8.68%
Beta
1.30
Info Ratio
0.93
Up / Down Capture
152 / 118
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹141 Cr (January - March 2026)
Expense ratio (Direct)0.39%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#91 of 356
Top 26%
3Y CAGR
#20 of 201
Top 10%
5Y CAGR
-
Sharpe
#52 of 323
Top 16%