1Y
+4.61%
3Y
+10.65%
5Y
+13.17%
Since Inception
+16.83%
Sharpe
0.70
Sortino
1.08
Max Drawdown
-17.88%
Volatility
14.32%
Alpha
-3.62%
Beta
0.84
Info Ratio
-1.05
Up / Down Capture
77 / 84
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹22.5K Cr (January - March 2026)
Expense ratio (Direct)1.06%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#27 of 32
Top 84%
3Y CAGR
#29 of 30
Top 97%
5Y CAGR
#16 of 22
Top 73%
Sharpe
#25 of 32
Top 78%