1Y
-1.55%
3Y
+12.50%
5Y
-
Since Inception
+13.82%
Sharpe
0.52
Sortino
0.73
Max Drawdown
-17.85%
Volatility
13.70%
Alpha
-0.65%
Beta
0.81
Info Ratio
-0.43
Up / Down Capture
82 / 78
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
#4 of 10
Top 40%
3Y CAGR
#8 of 8
Top 100%
5Y CAGR
-
Sharpe
#8 of 10
Top 80%