1Y
+1.07%
3Y
+13.26%
5Y
+11.08%
Since Inception
+12.40%
Sharpe
0.55
Sortino
0.87
Max Drawdown
-12.65%
Volatility
10.24%
Alpha
+5.37%
Beta
1.09
Info Ratio
1.60
Up / Down Capture
126 / 88
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹81.2K Cr (January - March 2026)
Expense ratio (Direct)0.78%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#6 of 32
Top 19%
3Y CAGR
#11 of 32
Top 34%
5Y CAGR
#14 of 28
Top 50%
Sharpe
#12 of 32
Top 38%