1Y
+3.38%
3Y
+7.03%
5Y
-
Since Inception
+8.00%
Sharpe
0.19
Sortino
0.25
Max Drawdown
-3.18%
Volatility
3.21%
Alpha
-0.81%
Beta
0.12
Info Ratio
-0.28
Up / Down Capture
26 / -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
#127 of 325
Top 39%
3Y CAGR
#170 of 188
Top 90%
5Y CAGR
-
Sharpe
#141 of 293
Top 48%