1Y
-0.96%
3Y
+8.65%
5Y
+7.86%
Since Inception
+11.69%
Sharpe
0.41
Sortino
0.59
Max Drawdown
-16.60%
Volatility
12.69%
Alpha
-1.96%
Beta
0.87
Info Ratio
-0.86
Up / Down Capture
83 / 87
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹22.9K Cr (January - March 2026)
Expense ratio (Direct)1.33%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#28 of 42
Top 67%
3Y CAGR
#35 of 38
Top 92%
5Y CAGR
#26 of 28
Top 93%
Sharpe
#33 of 42
Top 79%