1Y
+0.72%
3Y
+10.13%
5Y
+11.27%
Since Inception
+16.17%
Sharpe
0.53
Sortino
0.79
Max Drawdown
-17.88%
Volatility
14.60%
Alpha
-3.62%
Beta
0.84
Info Ratio
-1.05
Up / Down Capture
77 / 84
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹22.5K Cr (January - March 2026)
Expense ratio (Direct)1.06%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#31 of 32
Top 97%
3Y CAGR
#30 of 30
Top 100%
5Y CAGR
#18 of 22
Top 82%
Sharpe
#25 of 32
Top 78%