1Y
+4.02%
3Y
+21.57%
5Y
+14.47%
Since Inception
+18.19%
Sharpe
0.64
Sortino
1.01
Max Drawdown
-16.19%
Volatility
14.44%
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
#22 of 58
Top 38%
3Y CAGR
#1 of 57
Top 2%
5Y CAGR
#3 of 45
Top 7%
Sharpe
#11 of 58
Top 19%