1Y
+3.25%
3Y
+6.88%
5Y
-
Since Inception
+7.50%
Sharpe
0.20
Sortino
0.27
Max Drawdown
-3.18%
Volatility
3.25%
Alpha
+0.16%
Beta
0.13
Info Ratio
-0.15
Up / Down Capture
31 / -2
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2022-10-10
AUM₹784 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
#201 of 352
Top 57%
3Y CAGR
#157 of 196
Top 80%
5Y CAGR
-
Sharpe
#170 of 316
Top 54%