1Y
-3.90%
3Y
+12.53%
5Y
+14.97%
Since Inception
+16.88%
Sharpe
0.68
Sortino
1.05
Max Drawdown
-17.88%
Volatility
14.65%
Alpha
-4.38%
Beta
0.85
Info Ratio
-1.30
Up / Down Capture
76 / 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
#28 of 31
Top 90%
3Y CAGR
#27 of 29
Top 93%
5Y CAGR
#16 of 22
Top 73%
Sharpe
#23 of 31
Top 74%