1Y
-3.86%
3Y
+14.31%
5Y
-
Since Inception
+12.60%
Sharpe
0.45
Sortino
0.72
Max Drawdown
-15.11%
Volatility
14.12%
Alpha
+2.26%
Beta
0.87
Info Ratio
0.27
Up / Down Capture
92 / 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
#26 of 31
Top 84%
3Y CAGR
#16 of 19
Top 84%
5Y CAGR
-
Sharpe
#22 of 31
Top 71%