1Y
-2.57%
3Y
+10.53%
5Y
+10.97%
Since Inception
+12.34%
Sharpe
0.46
Sortino
0.69
Max Drawdown
-16.38%
Volatility
13.12%
Alpha
+0.46%
Beta
0.93
Info Ratio
0.04
Up / Down Capture
93 / 87
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹54.1K Cr (January - March 2026)
Expense ratio (Direct)0.88%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#5 of 37
Top 14%
3Y CAGR
#24 of 34
Top 71%
5Y CAGR
#10 of 30
Top 33%
Sharpe
#11 of 37
Top 30%