1Y
+3.23%
3Y
+7.41%
5Y
-
Since Inception
+7.64%
Sharpe
0.03
Sortino
0.04
Max Drawdown
-3.46%
Volatility
3.36%
Alpha
+0.40%
Beta
0.13
Info Ratio
-0.13
Up / Down Capture
32 / -3
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2022-10-10
AUM₹1.9K Cr (January - March 2026)
Expense ratio (Direct)0.28%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#199 of 356
Top 56%
3Y CAGR
#132 of 201
Top 66%
5Y CAGR
-
Sharpe
#139 of 323
Top 43%