1Y
+15.16%
3Y
+8.12%
5Y
+7.71%
Since Inception
+11.69%
Sharpe
0.27
Sortino
0.41
Max Drawdown
-18.79%
Volatility
13.04%
Alpha
-2.86%
Beta
0.75
Info Ratio
-0.56
Up / Down Capture
73 / 78
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹5.7K Cr (January - March 2026)
Expense ratio (Direct)1.34%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#43 of 242
Top 18%
3Y CAGR
#136 of 145
Top 94%
5Y CAGR
#90 of 104
Top 87%
Sharpe
#140 of 242
Top 58%