1Y
-1.79%
3Y
+8.44%
5Y
+8.40%
Since Inception
+11.50%
Sharpe
0.29
Sortino
0.41
Max Drawdown
-12.59%
Volatility
10.21%
Alpha
-0.57%
Beta
1.11
Info Ratio
-0.14
Up / Down Capture
107 / 119
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-13
AUM₹23.5K Cr (January - March 2026)
Expense ratio (Direct)1.09%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#32 of 32
Top 100%
3Y CAGR
#32 of 32
Top 100%
5Y CAGR
#25 of 28
Top 89%
Sharpe
#25 of 32
Top 78%