1Y
+1.19%
3Y
+14.89%
5Y
+14.61%
Since Inception
+17.25%
Sharpe
0.75
Sortino
1.18
Max Drawdown
-16.38%
Volatility
13.42%
Alpha
+0.73%
Beta
0.83
Info Ratio
-0.25
Up / Down Capture
87 / 78
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹37.4K Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#6 of 33
Top 18%
3Y CAGR
#18 of 28
Top 64%
5Y CAGR
#12 of 28
Top 43%
Sharpe
#4 of 33
Top 12%