1Y
+4.31%
3Y
+12.67%
5Y
+15.17%
Since Inception
+20.15%
Sharpe
0.70
Sortino
1.16
Max Drawdown
-23.17%
Volatility
16.25%
Alpha
+4.76%
Beta
1.18
Info Ratio
0.93
Up / Down Capture
123 / 102
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹4.5K Cr (January - March 2026)
Expense ratio (Direct)1.17%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#129 of 242
Top 53%
3Y CAGR
#96 of 145
Top 66%
5Y CAGR
#32 of 104
Top 31%
Sharpe
#36 of 242
Top 15%