1Y
+7.69%
3Y
+12.02%
5Y
+14.17%
Since Inception
+17.82%
Sharpe
0.71
Sortino
1.16
Max Drawdown
-22.42%
Volatility
15.15%
Alpha
-1.41%
Beta
0.75
Info Ratio
-0.61
Up / Down Capture
74 / 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
#26 of 32
Top 81%
3Y CAGR
#23 of 24
Top 96%
5Y CAGR
#18 of 21
Top 86%
Sharpe
#21 of 32
Top 66%