1Y
+3.07%
3Y
+11.63%
5Y
+9.69%
Since Inception
+12.98%
Sharpe
0.36
Sortino
0.54
Max Drawdown
-16.38%
Volatility
12.90%
Alpha
+0.77%
Beta
0.93
Info Ratio
0.17
Up / Down Capture
95 / 87
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹54.1K Cr (January - March 2026)
Expense ratio (Direct)0.88%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#12 of 37
Top 32%
3Y CAGR
#23 of 34
Top 68%
5Y CAGR
#15 of 31
Top 48%
Sharpe
#14 of 37
Top 38%