1Y
-1.86%
3Y
+12.84%
5Y
+14.05%
Since Inception
+16.67%
Sharpe
0.60
Sortino
0.97
Max Drawdown
-22.42%
Volatility
15.24%
Alpha
-3.34%
Beta
0.75
Info Ratio
-1.00
Up / Down Capture
70 / 72
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹34.5K Cr (January - March 2026)
Expense ratio (Direct)0.81%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#24 of 31
Top 77%
3Y CAGR
#22 of 23
Top 96%
5Y CAGR
#19 of 20
Top 95%
Sharpe
#20 of 31
Top 65%