1Y
+0.41%
3Y
+8.70%
5Y
+7.20%
Since Inception
+10.95%
Sharpe
0.22
Sortino
0.32
Max Drawdown
-16.81%
Volatility
12.67%
Alpha
-1.80%
Beta
0.87
Info Ratio
-0.73
Up / Down Capture
85 / 90
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹2.8K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#28 of 37
Top 76%
3Y CAGR
#34 of 34
Top 100%
5Y CAGR
#29 of 31
Top 94%
Sharpe
#32 of 37
Top 86%