1Y
+3.65%
3Y
+7.97%
5Y
+8.07%
Since Inception
+9.30%
Sharpe
0.40
Sortino
0.61
Max Drawdown
-7.08%
Volatility
5.11%
Alpha
+2.35%
Beta
0.81
Info Ratio
0.64
Up / Down Capture
102 / 50
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹5.7K Cr (January - March 2026)
Expense ratio (Direct)1.42%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#14 of 25
Top 56%
3Y CAGR
#15 of 22
Top 68%
5Y CAGR
#8 of 18
Top 44%
Sharpe
#12 of 25
Top 48%