1Y
+6.57%
3Y
+14.63%
5Y
-
Since Inception
+18.70%
Sharpe
0.62
Sortino
1.02
Max Drawdown
-26.19%
Volatility
20.42%
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
#50 of 352
Top 14%
3Y CAGR
#30 of 196
Top 15%
5Y CAGR
-
Sharpe
#25 of 316
Top 8%