1Y
+3.01%
3Y
+7.16%
5Y
-
Since Inception
+7.38%
Sharpe
-0.04
Sortino
-0.05
Max Drawdown
-3.49%
Volatility
3.36%
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
#203 of 356
Top 57%
3Y CAGR
#179 of 201
Top 89%
5Y CAGR
-
Sharpe
#172 of 323
Top 53%