1Y
+6.46%
3Y
+7.70%
5Y
+6.78%
Since Inception
+6.82%
Sharpe
-0.21
Sortino
-0.28
Max Drawdown
-1.69%
Volatility
1.52%
Alpha
+0.80%
Beta
0.79
Info Ratio
1.82
Up / Down Capture
109 / 17
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-15
AUM₹6.8K Cr (January - March 2026)
Expense ratio (Direct)0.72%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Medium Duration
1Y
#5 of 15
Top 33%
3Y CAGR
#7 of 14
Top 50%
5Y CAGR
#5 of 12
Top 42%
Sharpe
#8 of 15
Top 53%