1Y
-3.95%
3Y
+9.41%
5Y
+9.34%
Since Inception
+11.38%
Sharpe
0.37
Sortino
0.54
Max Drawdown
-16.60%
Volatility
12.95%
Alpha
-2.44%
Beta
0.86
Info Ratio
-1.03
Up / Down Capture
82 / 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
#25 of 41
Top 61%
3Y CAGR
#32 of 35
Top 91%
5Y CAGR
#23 of 25
Top 92%
Sharpe
#31 of 40
Top 78%