1Y
+5.71%
3Y
+17.34%
5Y
+11.33%
Since Inception
+13.70%
Sharpe
0.44
Sortino
0.66
Max Drawdown
-26.50%
Volatility
18.39%
Alpha
+8.96%
Beta
1.30
Info Ratio
0.95
Up / Down Capture
152 / 117
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-05-26
AUM₹1.8K Cr (January - March 2026)
Expense ratio (Direct)0.33%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#108 of 352
Top 31%
3Y CAGR
#18 of 196
Top 9%
5Y CAGR
#14 of 49
Top 29%
Sharpe
#65 of 316
Top 21%