1Y
+1.66%
3Y
+13.73%
5Y
-
Since Inception
+12.99%
Sharpe
0.34
Sortino
0.53
Max Drawdown
-15.11%
Volatility
13.86%
Alpha
+2.67%
Beta
0.87
Info Ratio
0.38
Up / Down Capture
94 / 74
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2022-03-15
AUM₹22.7K Cr (January - March 2026)
Expense ratio (Direct)0.95%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#28 of 32
Top 88%
3Y CAGR
#19 of 23
Top 83%
5Y CAGR
-
Sharpe
#22 of 32
Top 69%