1Y
+2.26%
3Y
+9.95%
5Y
+8.75%
Since Inception
+9.53%
Sharpe
0.40
Sortino
0.61
Max Drawdown
-7.08%
Volatility
5.23%
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
#17 of 23
Top 74%
3Y CAGR
#9 of 21
Top 43%
5Y CAGR
#7 of 18
Top 39%
Sharpe
#11 of 23
Top 48%