1Y
+0.87%
3Y
+13.49%
5Y
+13.20%
Since Inception
+18.18%
Sharpe
0.62
Sortino
0.96
Max Drawdown
-18.71%
Volatility
15.09%
Alpha
+0.90%
Beta
1.02
Info Ratio
0.49
Up / Down Capture
104 / 101
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2021-04-13
AUM₹28.0K Cr (January - March 2026)
Expense ratio (Direct)0.92%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#30 of 36
Top 83%
3Y CAGR
#23 of 28
Top 82%
5Y CAGR
#9 of 28
Top 32%
Sharpe
#6 of 36
Top 17%