1Y
+2.21%
3Y
+20.68%
5Y
+15.10%
Since Inception
+18.44%
Sharpe
0.79
Sortino
1.27
Max Drawdown
-16.19%
Volatility
14.27%
Alpha
+6.94%
Beta
0.97
Info Ratio
1.01
Up / Down Capture
119 / 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
#26 of 58
Top 45%
3Y CAGR
#2 of 57
Top 4%
5Y CAGR
#4 of 45
Top 9%
Sharpe
#7 of 58
Top 12%