1Y
+26.11%
3Y
-
5Y
-
Since Inception
+13.20%
Sharpe
0.21
Sortino
0.29
Max Drawdown
-29.20%
Volatility
20.29%
Alpha
+7.93%
Beta
1.06
Info Ratio
0.75
Up / Down Capture
128 / 92
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2024-06-12
AUM₹5.1K 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
#9 of 242
Top 4%
3Y CAGR
-
5Y CAGR
-
Sharpe
#156 of 242
Top 64%