1Y
+4.67%
3Y
+12.30%
5Y
-
Since Inception
+17.44%
Sharpe
0.47
Sortino
0.76
Max Drawdown
-26.19%
Volatility
20.47%
Alpha
+10.01%
Beta
1.21
Info Ratio
0.70
Up / Down Capture
152 / 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
#156 of 356
Top 44%
3Y CAGR
#50 of 201
Top 25%
5Y CAGR
-
Sharpe
#24 of 323
Top 7%