1Y
+2.76%
3Y
+13.33%
5Y
+15.50%
Since Inception
+19.91%
Sharpe
0.78
Sortino
1.31
Max Drawdown
-23.17%
Volatility
16.32%
Alpha
+4.76%
Beta
1.18
Info Ratio
0.93
Up / Down Capture
123 / 102
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹4.5K Cr (January - March 2026)
Expense ratio (Direct)1.17%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#137 of 238
Top 58%
3Y CAGR
#82 of 143
Top 57%
5Y CAGR
#32 of 103
Top 31%
Sharpe
#43 of 237
Top 18%