1Y
-0.23%
3Y
+19.49%
5Y
-
Since Inception
+18.80%
Sharpe
0.73
Sortino
1.15
Max Drawdown
-21.10%
Volatility
17.35%
Alpha
+10.80%
Beta
1.16
Info Ratio
1.22
Up / Down Capture
144 / 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
#167 of 325
Top 51%
3Y CAGR
#16 of 188
Top 9%
5Y CAGR
-
Sharpe
#12 of 293
Top 4%