1Y
-10.32%
3Y
+5.64%
5Y
+11.38%
Since Inception
+14.67%
Sharpe
0.57
Sortino
0.87
Max Drawdown
-25.91%
Volatility
14.76%
Alpha
-3.47%
Beta
0.99
Info Ratio
-0.52
Up / Down Capture
92 / 109
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹2.9K Cr (January - March 2026)
Expense ratio (Direct)1.13%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#233 of 238
Top 98%
3Y CAGR
#136 of 143
Top 95%
5Y CAGR
#62 of 103
Top 60%
Sharpe
#96 of 237
Top 41%