1Y
-10.13%
3Y
+8.22%
5Y
+13.15%
Since Inception
+15.28%
Sharpe
0.58
Sortino
0.87
Max Drawdown
-25.91%
Volatility
15.01%
Alpha
-3.86%
Beta
0.99
Info Ratio
-0.58
Up / Down Capture
91 / 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
#209 of 225
Top 93%
3Y CAGR
#120 of 128
Top 94%
5Y CAGR
#55 of 99
Top 56%
Sharpe
#77 of 225
Top 34%