1Y
-2.30%
3Y
+8.46%
5Y
+7.48%
Since Inception
+11.31%
Sharpe
0.41
Sortino
0.61
Max Drawdown
-19.51%
Volatility
13.71%
Alpha
-1.65%
Beta
0.92
Info Ratio
-0.60
Up / Down Capture
88 / 92
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹5.4K Cr (January - March 2026)
Expense ratio (Direct)1.34%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#185 of 238
Top 78%
3Y CAGR
#124 of 143
Top 87%
5Y CAGR
#89 of 103
Top 86%
Sharpe
#145 of 237
Top 61%