1Y
+7.89%
3Y
+15.45%
5Y
+10.26%
Since Inception
+14.58%
Sharpe
0.35
Sortino
0.53
Max Drawdown
-26.34%
Volatility
16.49%
Alpha
+5.70%
Beta
0.98
Info Ratio
0.76
Up / Down Capture
106 / 73
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹931 Cr (January - March 2026)
Expense ratio (Direct)1.75%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#80 of 242
Top 33%
3Y CAGR
#71 of 145
Top 49%
5Y CAGR
#74 of 104
Top 71%
Sharpe
#113 of 242
Top 47%