1Y
+1.51%
3Y
+7.27%
5Y
+8.94%
Since Inception
+10.56%
Sharpe
0.31
Sortino
0.46
Max Drawdown
-18.79%
Volatility
12.92%
Alpha
-3.58%
Beta
0.76
Info Ratio
-0.70
Up / Down Capture
70 / 78
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹5.7K Cr (January - March 2026)
Expense ratio (Direct)1.34%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#92 of 225
Top 41%
3Y CAGR
#123 of 128
Top 96%
5Y CAGR
#88 of 99
Top 89%
Sharpe
#150 of 225
Top 67%