1Y
-3.15%
3Y
-
5Y
-
Since Inception
-3.62%
Sharpe
-0.39
Sortino
-0.47
Max Drawdown
-15.02%
Volatility
17.95%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
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
#149 of 225
Top 66%
3Y CAGR
-
5Y CAGR
-
Sharpe
#213 of 225
Top 95%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.