1Y
+0.58%
3Y
+13.03%
5Y
-
Since Inception
+13.07%
Sharpe
0.50
Sortino
0.81
Max Drawdown
-15.11%
Volatility
13.72%
Alpha
+2.67%
Beta
0.87
Info Ratio
0.38
Up / Down Capture
94 / 74
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2022-03-15
AUM₹22.7K Cr (January - March 2026)
Expense ratio (Direct)0.95%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#29 of 32
Top 91%
3Y CAGR
#17 of 22
Top 77%
5Y CAGR
-
Sharpe
#25 of 32
Top 78%