1Y
+4.51%
3Y
+12.94%
5Y
+13.82%
Since Inception
+16.50%
Sharpe
0.46
Sortino
0.71
Max Drawdown
-20.10%
Volatility
16.34%
Alpha
+2.97%
Beta
0.96
Info Ratio
0.35
Up / Down Capture
105 / 91
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹1.6K Cr (January - March 2026)
Expense ratio (Direct)0.80%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#128 of 242
Top 53%
3Y CAGR
#92 of 145
Top 63%
5Y CAGR
#40 of 104
Top 38%
Sharpe
#82 of 242
Top 34%