1Y
-5.00%
3Y
+14.66%
5Y
+16.88%
Since Inception
+19.52%
Sharpe
0.89
Sortino
1.46
Max Drawdown
-15.84%
Volatility
13.61%
Alpha
+2.46%
Beta
0.91
Info Ratio
0.51
Up / Down Capture
99 / 86
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹48.1K Cr (January - March 2026)
Expense ratio (Direct)0.86%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Contra
1Y
#2 of 3
Top 67%
3Y CAGR
#3 of 3
Top 100%
5Y CAGR
#1 of 3
Top 33%
Sharpe
#1 of 3
Top 33%