1Y
+32.21%
3Y
+31.10%
5Y
-
Since Inception
+31.68%
Sharpe
1.32
Sortino
2.48
Max Drawdown
-14.91%
Volatility
16.12%
Alpha
+18.35%
Beta
0.71
Info Ratio
1.25
Up / Down Capture
124 / 34
NAV (last ~1 year)
Fund details
AMCHDFC
Fund manager-
Data from2023-10-04
AUM₹2.0K Cr (January - March 2026)
Expense ratio (Direct)1.17%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#3 of 242
Top 1%
3Y CAGR
#3 of 145
Top 2%
5Y CAGR
-
Sharpe
#1 of 242
Top 0%