1Y
-1.50%
3Y
+11.78%
5Y
+13.89%
Since Inception
+19.03%
Sharpe
0.75
Sortino
1.20
Max Drawdown
-15.84%
Volatility
13.40%
Alpha
+1.85%
Beta
0.91
Info Ratio
0.35
Up / Down Capture
97 / 86
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹48.1K Cr (January - March 2026)
Expense ratio (Direct)0.86%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Contra
1Y
#3 of 3
Top 100%
3Y CAGR
#3 of 3
Top 100%
5Y CAGR
#2 of 3
Top 67%
Sharpe
#1 of 3
Top 33%