1Y
+4.89%
3Y
+7.37%
5Y
-
Since Inception
+6.63%
Sharpe
-0.22
Sortino
-0.28
Max Drawdown
-2.36%
Volatility
1.73%
Alpha
+0.14%
Beta
0.05
Info Ratio
-0.16
Up / Down Capture
24 / -13
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-04-04
AUM₹2.0K Cr (January - March 2026)
Expense ratio (Direct)0.22%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#141 of 356
Top 40%
3Y CAGR
#143 of 201
Top 71%
5Y CAGR
-
Sharpe
#216 of 323
Top 67%