1Y
+3.25%
3Y
+10.93%
5Y
-
Since Inception
+14.01%
Sharpe
0.62
Sortino
0.87
Max Drawdown
-17.85%
Volatility
13.25%
Alpha
+0.20%
Beta
0.80
Info Ratio
-0.20
Up / Down Capture
81 / 71
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2023-03-17
AUM₹8.8K Cr (January - March 2026)
Expense ratio (Direct)1.12%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Dividend Yield
1Y
#3 of 10
Top 30%
3Y CAGR
#7 of 9
Top 78%
5Y CAGR
-
Sharpe
#6 of 10
Top 60%