1Y
-1.74%
3Y
+8.93%
5Y
-
Since Inception
+9.06%
Sharpe
-0.01
Sortino
-0.01
Max Drawdown
-16.09%
Volatility
13.38%
Alpha
-1.90%
Beta
0.99
Info Ratio
-1.33
Up / Down Capture
94 / 105
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2023-05-31
AUM₹300 Cr (January - March 2026)
Expense ratio (Direct)0.23%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#308 of 356
Top 87%
3Y CAGR
#97 of 201
Top 48%
5Y CAGR
-
Sharpe
#152 of 323
Top 47%