1Y
+19.03%
3Y
-
5Y
-
Since Inception
+5.96%
Sharpe
0.09
Sortino
0.12
Max Drawdown
-29.20%
Volatility
20.45%
Alpha
+6.65%
provisional: short history
Beta
1.06
provisional: short history
Info Ratio
0.62
provisional: short history
Up / Down Capture
122 / 92
provisional: short history
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2024-06-12
AUM₹5.1K Cr (January - March 2026)
Expense ratio (Direct)1.02%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#7 of 225
Top 3%
3Y CAGR
-
5Y CAGR
-
Sharpe
#175 of 225
Top 78%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.