1Y
+2.94%
3Y
+11.90%
5Y
+9.31%
Since Inception
+12.21%
Sharpe
0.55
Sortino
0.88
Max Drawdown
-12.65%
Volatility
10.00%
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
#10 of 32
Top 31%
3Y CAGR
#11 of 32
Top 34%
5Y CAGR
#15 of 28
Top 54%
Sharpe
#15 of 32
Top 47%