1Y
+3.65%
3Y
+12.30%
5Y
+9.73%
Since Inception
+12.82%
Sharpe
0.34
Sortino
0.49
Max Drawdown
-19.27%
Volatility
13.94%
Alpha
+1.40%
Beta
0.94
Info Ratio
0.29
Up / Down Capture
100 / 92
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2021-04-13
AUM₹1.9K Cr (January - March 2026)
Expense ratio (Direct)1.49%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#9 of 37
Top 24%
3Y CAGR
#19 of 34
Top 56%
5Y CAGR
#14 of 31
Top 45%
Sharpe
#17 of 37
Top 46%