1Y
-3.67%
3Y
+9.27%
5Y
+11.08%
Since Inception
+15.49%
Sharpe
0.43
Sortino
0.66
Max Drawdown
-23.09%
Volatility
16.98%
Alpha
+1.17%
Beta
1.13
Info Ratio
0.32
Up / Down Capture
108 / 101
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-13
AUM₹1.2K Cr (January - March 2026)
Expense ratio (Direct)1.35%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#229 of 242
Top 95%
3Y CAGR
#126 of 145
Top 87%
5Y CAGR
#66 of 104
Top 63%
Sharpe
#93 of 242
Top 38%