1Y
-8.64%
3Y
+7.62%
5Y
+5.61%
Since Inception
+12.05%
Sharpe
0.41
Sortino
0.61
Max Drawdown
-25.62%
Volatility
18.36%
Alpha
-2.57%
Beta
0.70
Info Ratio
-0.30
Up / Down Capture
60 / 55
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹4.7K Cr (January - March 2026)
Expense ratio (Direct)1.02%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#230 of 238
Top 97%
3Y CAGR
#129 of 143
Top 90%
5Y CAGR
#95 of 103
Top 92%
Sharpe
#144 of 237
Top 61%