1Y
+13.14%
3Y
-
5Y
-
Since Inception
+5.04%
Sharpe
-0.19
Sortino
-0.26
Max Drawdown
-20.79%
Volatility
17.62%
Alpha
-1.49%
provisional: short history
Beta
0.84
provisional: short history
Info Ratio
-0.04
provisional: short history
Up / Down Capture
80 / 82
provisional: short history
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2024-08-27
AUM₹5.2K Cr (January - March 2026)
Expense ratio (Direct)1.03%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#51 of 242
Top 21%
3Y CAGR
-
5Y CAGR
-
Sharpe
#206 of 242
Top 85%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.