1Y
+5.18%
3Y
+19.49%
5Y
+23.40%
Since Inception
+25.22%
Sharpe
0.87
Sortino
1.60
Max Drawdown
-24.10%
Volatility
20.54%
Alpha
+13.65%
Beta
1.23
Info Ratio
1.09
Up / Down Capture
161 / 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
#110 of 238
Top 46%
3Y CAGR
#31 of 143
Top 22%
5Y CAGR
#1 of 103
Top 1%
Sharpe
#28 of 237
Top 12%