1Y
-3.52%
3Y
+19.68%
5Y
+16.14%
Since Inception
+17.92%
Sharpe
0.71
Sortino
1.15
Max Drawdown
-16.19%
Volatility
14.55%
Alpha
+5.47%
Beta
0.96
Info Ratio
0.79
Up / Down Capture
113 / 88
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹37 Cr (January - March 2026)
Expense ratio (Direct)0.97%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#31 of 58
Top 53%
3Y CAGR
#2 of 56
Top 4%
5Y CAGR
#10 of 45
Top 22%
Sharpe
#10 of 58
Top 17%