1Y
+0.34%
3Y
+10.16%
5Y
+8.17%
Since Inception
+12.10%
Sharpe
0.28
Sortino
0.41
Max Drawdown
-16.60%
Volatility
12.78%
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
#36 of 44
Top 82%
3Y CAGR
#35 of 38
Top 92%
5Y CAGR
#26 of 28
Top 93%
Sharpe
#32 of 44
Top 73%