1Y
+1.84%
3Y
+12.39%
5Y
+12.92%
Since Inception
+16.70%
Sharpe
0.76
Sortino
1.19
Max Drawdown
-16.38%
Volatility
13.10%
Alpha
+1.25%
Beta
0.83
Info Ratio
-0.05
Up / Down Capture
89 / 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
#23 of 36
Top 64%
3Y CAGR
#21 of 28
Top 75%
5Y CAGR
#10 of 28
Top 36%
Sharpe
#6 of 36
Top 17%