1Y
-3.01%
3Y
+13.37%
5Y
+17.91%
Since Inception
+23.02%
Sharpe
0.79
Sortino
1.36
Max Drawdown
-21.28%
Volatility
17.70%
Alpha
+7.69%
Beta
1.11
Info Ratio
1.17
Up / Down Capture
125 / 89
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-13
AUM₹2.4K Cr (January - March 2026)
Expense ratio (Direct)1.34%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#221 of 242
Top 91%
3Y CAGR
#89 of 145
Top 61%
5Y CAGR
#15 of 104
Top 14%
Sharpe
#19 of 242
Top 8%