1Y
+5.62%
3Y
+7.61%
5Y
+6.76%
Since Inception
+6.73%
Sharpe
-0.38
Sortino
-0.49
Max Drawdown
-1.69%
Volatility
1.57%
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
#6 of 15
Top 40%
3Y CAGR
#8 of 14
Top 57%
5Y CAGR
#7 of 12
Top 58%
Sharpe
#8 of 15
Top 53%