1Y
+11.35%
3Y
+18.09%
5Y
+11.35%
Since Inception
+11.64%
Sharpe
0.37
Sortino
0.57
Max Drawdown
-24.20%
Volatility
14.60%
Alpha
-6.85%
vs proxy benchmark
Beta
1.00
vs proxy benchmark
Info Ratio
-1.38
vs proxy benchmark
Up / Down Capture
85 / 121
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹155 Cr (January - March 2026)
Expense ratio (Direct)1.37%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Overseas
1Y
#16 of 27
Top 59%
3Y CAGR
#15 of 25
Top 60%
5Y CAGR
#6 of 18
Top 33%
Sharpe
#10 of 27
Top 37%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.