1Y
+1.89%
3Y
+20.26%
5Y
+14.68%
Since Inception
+18.00%
Sharpe
0.76
Sortino
1.22
Max Drawdown
-16.40%
Volatility
14.27%
Alpha
+6.57%
Beta
0.97
Info Ratio
0.96
Up / Down Capture
118 / 89
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹324 Cr (January - March 2026)
Expense ratio (Direct)0.97%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#27 of 58
Top 47%
3Y CAGR
#3 of 57
Top 5%
5Y CAGR
#9 of 45
Top 20%
Sharpe
#13 of 58
Top 22%