1Y
+6.08%
3Y
+11.44%
5Y
+11.97%
Since Inception
+16.96%
Sharpe
0.55
Sortino
0.88
Max Drawdown
-22.42%
Volatility
15.36%
Alpha
-1.41%
Beta
0.75
Info Ratio
-0.61
Up / Down Capture
74 / 72
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹34.5K Cr (January - March 2026)
Expense ratio (Direct)0.81%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#24 of 32
Top 75%
3Y CAGR
#20 of 26
Top 77%
5Y CAGR
#19 of 21
Top 90%
Sharpe
#21 of 32
Top 66%