1Y
+4.71%
3Y
+17.71%
5Y
+16.82%
Since Inception
+20.62%
Sharpe
0.85
Sortino
1.37
Max Drawdown
-13.32%
Volatility
13.26%
Alpha
+5.14%
Beta
0.81
Info Ratio
0.87
Up / Down Capture
98 / 68
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-13
AUM₹97.4K Cr (January - March 2026)
Expense ratio (Direct)0.78%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#23 of 44
Top 52%
3Y CAGR
#7 of 38
Top 18%
5Y CAGR
#1 of 28
Top 4%
Sharpe
#2 of 44
Top 5%