1Y
+2.51%
3Y
+21.05%
5Y
+22.05%
Since Inception
+25.27%
Sharpe
0.76
Sortino
1.38
Max Drawdown
-24.10%
Volatility
20.57%
Alpha
+13.65%
Beta
1.23
Info Ratio
1.09
Up / Down Capture
161 / 112
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹6.1K Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#155 of 242
Top 64%
3Y CAGR
#17 of 145
Top 12%
5Y CAGR
#2 of 104
Top 2%
Sharpe
#24 of 242
Top 10%