1Y
+5.42%
3Y
+29.53%
5Y
+23.36%
Since Inception
+27.28%
Sharpe
0.92
Sortino
1.69
Max Drawdown
-24.10%
Volatility
20.95%
Alpha
+14.20%
Beta
1.22
Info Ratio
1.16
Up / Down Capture
162 / 112
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹6.1K Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#62 of 225
Top 28%
3Y CAGR
#3 of 128
Top 2%
5Y CAGR
#4 of 99
Top 4%
Sharpe
#17 of 225
Top 8%