1Y
+10.27%
3Y
+16.28%
5Y
+10.84%
Since Inception
+14.99%
Sharpe
0.48
Sortino
0.75
Max Drawdown
-26.34%
Volatility
16.38%
Alpha
+5.70%
Beta
0.98
Info Ratio
0.76
Up / Down Capture
106 / 73
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹931 Cr (January - March 2026)
Expense ratio (Direct)1.75%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#66 of 238
Top 28%
3Y CAGR
#57 of 143
Top 40%
5Y CAGR
#68 of 103
Top 66%
Sharpe
#124 of 237
Top 52%