1Y
-1.04%
3Y
+8.27%
5Y
+9.34%
Since Inception
+11.53%
Sharpe
0.27
Sortino
0.40
Max Drawdown
-20.34%
Volatility
13.63%
Alpha
-2.54%
Beta
0.88
Info Ratio
-0.59
Up / Down Capture
82 / 88
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹212 Cr (January - March 2026)
Expense ratio (Direct)0.52%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#201 of 242
Top 83%
3Y CAGR
#135 of 145
Top 93%
5Y CAGR
#82 of 104
Top 79%
Sharpe
#141 of 242
Top 58%