1Y
+3.60%
3Y
+7.29%
5Y
-
Since Inception
+8.26%
Sharpe
0.27
Sortino
0.36
Max Drawdown
-3.17%
Volatility
3.21%
Alpha
-0.58%
Beta
0.12
Info Ratio
-0.26
Up / Down Capture
27 / -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
#124 of 325
Top 38%
3Y CAGR
#127 of 188
Top 68%
5Y CAGR
-
Sharpe
#107 of 293
Top 37%