1Y
-3.88%
3Y
+11.40%
5Y
+6.93%
Since Inception
+13.24%
Sharpe
0.39
Sortino
0.57
Max Drawdown
-25.62%
Volatility
18.65%
Alpha
-2.57%
Beta
0.70
Info Ratio
-0.30
Up / Down Capture
60 / 55
NAV (last ~1 year)
Fund details
AMCSBI
Fund manager-
Data from2021-04-13
AUM₹4.7K Cr (January - March 2026)
Expense ratio (Direct)1.02%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#231 of 242
Top 95%
3Y CAGR
#106 of 145
Top 73%
5Y CAGR
#96 of 104
Top 92%
Sharpe
#103 of 242
Top 43%