1Y
+0.18%
3Y
+10.01%
5Y
+11.09%
Since Inception
+14.76%
Sharpe
0.45
Sortino
0.67
Max Drawdown
-22.19%
Volatility
15.65%
Alpha
+1.34%
Beta
1.09
Info Ratio
0.29
Up / Down Capture
108 / 102
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹255 Cr (January - March 2026)
Expense ratio (Direct)1.11%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#42 of 58
Top 72%
3Y CAGR
#48 of 57
Top 84%
5Y CAGR
#29 of 45
Top 64%
Sharpe
#33 of 58
Top 57%