1Y
-1.28%
3Y
-
5Y
-
Since Inception
-1.43%
Sharpe
-0.21
Sortino
-0.27
Max Drawdown
-16.10%
Volatility
16.10%
Alpha
+2.29%
provisional: short history
Beta
1.12
provisional: short history
Info Ratio
0.35
provisional: short history
Up / Down Capture
117 / 109
provisional: short history
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2024-10-04
AUM₹772 Cr (January - March 2026)
Expense ratio (Direct)0.34%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#269 of 352
Top 76%
3Y CAGR
-
5Y CAGR
-
Sharpe
#247 of 316
Top 78%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.