1Y
-3.09%
3Y
+7.08%
5Y
+7.77%
Since Inception
+10.89%
Sharpe
0.36
Sortino
0.55
Max Drawdown
-20.34%
Volatility
13.53%
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
#197 of 238
Top 83%
3Y CAGR
#133 of 143
Top 93%
5Y CAGR
#88 of 103
Top 85%
Sharpe
#160 of 237
Top 68%