1Y
+3.48%
3Y
+7.13%
5Y
-
Since Inception
+7.76%
Sharpe
0.27
Sortino
0.38
Max Drawdown
-3.17%
Volatility
3.25%
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 352
Top 57%
3Y CAGR
#141 of 196
Top 72%
5Y CAGR
-
Sharpe
#131 of 316
Top 41%