1Y
-4.60%
3Y
-
5Y
-
Since Inception
-2.55%
Sharpe
-0.35
Sortino
-0.46
Max Drawdown
-18.28%
Volatility
17.63%
Alpha
-1.93%
provisional: short history
Beta
0.92
provisional: short history
Info Ratio
-0.23
provisional: short history
Up / Down Capture
85 / 91
provisional: short history
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2024-11-06
AUM₹278 Cr (January - March 2026)
Expense ratio (Direct)0.42%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#8 of 13
Top 62%
3Y CAGR
-
5Y CAGR
-
Sharpe
#10 of 13
Top 77%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.