1Y
+3.61%
3Y
+8.19%
5Y
+8.06%
Since Inception
+9.30%
Sharpe
0.32
Sortino
0.49
Max Drawdown
-7.08%
Volatility
5.08%
Alpha
+2.35%
Beta
0.81
Info Ratio
0.64
Up / Down Capture
102 / 50
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹5.7K Cr (January - March 2026)
Expense ratio (Direct)1.42%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#21 of 25
Top 84%
3Y CAGR
#16 of 22
Top 73%
5Y CAGR
#10 of 18
Top 56%
Sharpe
#11 of 25
Top 44%