1Y
+5.26%
3Y
+14.43%
5Y
-
Since Inception
+18.32%
Sharpe
0.75
Sortino
1.18
Max Drawdown
-21.10%
Volatility
16.76%
Alpha
+9.95%
Beta
1.15
Info Ratio
1.12
Up / Down Capture
142 / 94
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2022-10-11
AUM₹944 Cr (January - March 2026)
Expense ratio (Direct)0.44%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#150 of 352
Top 43%
3Y CAGR
#35 of 196
Top 18%
5Y CAGR
-
Sharpe
#11 of 316
Top 3%