1Y
+16.16%
3Y
+7.76%
5Y
+8.31%
Since Inception
+11.95%
Sharpe
0.43
Sortino
0.66
Max Drawdown
-18.79%
Volatility
12.83%
Alpha
-2.86%
Beta
0.75
Info Ratio
-0.56
Up / Down Capture
73 / 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
#37 of 238
Top 16%
3Y CAGR
#125 of 143
Top 87%
5Y CAGR
#85 of 103
Top 83%
Sharpe
#137 of 237
Top 58%