1Y
-0.96%
3Y
+9.06%
5Y
+8.52%
Since Inception
+11.94%
Sharpe
0.46
Sortino
0.70
Max Drawdown
-16.38%
Volatility
12.84%
Alpha
+0.77%
Beta
0.93
Info Ratio
0.17
Up / Down Capture
95 / 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
#11 of 37
Top 30%
3Y CAGR
#21 of 34
Top 62%
5Y CAGR
#17 of 31
Top 55%
Sharpe
#14 of 37
Top 38%