1Y
+4.86%
3Y
+7.70%
5Y
-
Since Inception
+7.60%
Sharpe
0.11
Sortino
0.17
Max Drawdown
-0.97%
Volatility
1.58%
Alpha
+1.03%
Beta
0.80
Info Ratio
2.13
Up / Down Capture
111 / -2
NAV (last ~1 year)
Fund details
AMCHSBC
Fund manager-
Data from2022-11-28
AUM₹760 Cr (January - March 2026)
Expense ratio (Direct)0.41%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Medium Duration
1Y
#10 of 15
Top 67%
3Y CAGR
#7 of 14
Top 50%
5Y CAGR
-
Sharpe
#3 of 15
Top 20%