1Y
+7.05%
3Y
+7.27%
5Y
-
Since Inception
+6.71%
Sharpe
-
Sortino
-
Max Drawdown
-0.37%
Volatility
0.61%
Alpha
+0.04%
Beta
0.44
Info Ratio
-0.10
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-01-03
AUM₹136 Cr (January - March 2026)
Expense ratio (Direct)0.31%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Arbitrage
1Y
#6 of 39
Top 15%
3Y CAGR
#16 of 32
Top 50%
5Y CAGR
-
Sharpe
-