1Y
+1.96%
3Y
+13.56%
5Y
+12.11%
Since Inception
+16.75%
Sharpe
0.60
Sortino
0.92
Max Drawdown
-16.38%
Volatility
13.33%
Alpha
+1.25%
Beta
0.83
Info Ratio
-0.05
Up / Down Capture
89 / 78
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹37.4K Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#27 of 36
Top 75%
3Y CAGR
#22 of 28
Top 79%
5Y CAGR
#13 of 28
Top 46%
Sharpe
#9 of 36
Top 25%