1Y
-4.99%
3Y
+17.84%
5Y
-
Since Inception
+17.43%
Sharpe
0.56
Sortino
0.92
Max Drawdown
-26.19%
Volatility
21.09%
Alpha
+9.75%
Beta
1.21
Info Ratio
0.69
Up / Down Capture
150 / 109
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2022-10-11
AUM₹1.4K Cr (January - March 2026)
Expense ratio (Direct)0.43%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#235 of 325
Top 72%
3Y CAGR
#23 of 188
Top 12%
5Y CAGR
-
Sharpe
#31 of 293
Top 11%