1Y
+2.43%
3Y
+6.07%
5Y
-
Since Inception
+6.71%
Sharpe
-0.05
Sortino
-0.07
Max Drawdown
-4.45%
Volatility
4.64%
Alpha
-0.16%
Beta
0.84
Info Ratio
-0.19
Up / Down Capture
90 / 75
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2022-12-28
AUM₹1.8K Cr (January - March 2026)
Expense ratio (Direct)0.31%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Long Duration
1Y
#4 of 11
Top 36%
3Y CAGR
#3 of 7
Top 43%
5Y CAGR
-
Sharpe
#2 of 11
Top 18%