1Y
+26.19%
3Y
+25.28%
5Y
+20.61%
Since Inception
+20.54%
Sharpe
0.77
Sortino
1.25
Max Drawdown
-18.15%
Volatility
14.10%
Alpha
+12.91%
Beta
0.65
Info Ratio
0.89
Up / Down Capture
110 / 42
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹4.0K Cr (January - March 2026)
Expense ratio (Direct)1.04%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#7 of 242
Top 3%
3Y CAGR
#4 of 145
Top 3%
5Y CAGR
#3 of 104
Top 3%
Sharpe
#23 of 242
Top 10%