1Y
-3.13%
3Y
-
5Y
-
Since Inception
-3.67%
Sharpe
-0.31
Sortino
-0.37
Max Drawdown
-15.02%
Volatility
16.63%
Alpha
-4.54%
provisional: short history
Beta
0.90
provisional: short history
Info Ratio
-0.58
provisional: short history
Up / Down Capture
83 / 100
provisional: short history
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2024-12-31
AUM₹3.4K Cr (January - March 2026)
Expense ratio (Direct)1.60%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#199 of 238
Top 84%
3Y CAGR
-
5Y CAGR
-
Sharpe
#230 of 237
Top 97%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.