1Y
+2.13%
3Y
+11.13%
5Y
+8.12%
Since Inception
+12.40%
Sharpe
0.30
Sortino
0.43
Max Drawdown
-19.51%
Volatility
13.89%
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
#157 of 242
Top 65%
3Y CAGR
#110 of 145
Top 76%
5Y CAGR
#88 of 104
Top 85%
Sharpe
#133 of 242
Top 55%