1Y
-9.44%
3Y
+5.35%
5Y
+9.50%
Since Inception
+14.38%
Sharpe
0.42
Sortino
0.63
Max Drawdown
-27.36%
Volatility
14.95%
Alpha
-3.47%
Beta
0.99
Info Ratio
-0.52
Up / Down Capture
92 / 109
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹2.9K Cr (January - March 2026)
Expense ratio (Direct)1.13%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#240 of 242
Top 99%
3Y CAGR
#143 of 145
Top 99%
5Y CAGR
#81 of 104
Top 78%
Sharpe
#95 of 242
Top 39%