1Y
+0.63%
3Y
+9.17%
5Y
+12.21%
Since Inception
+21.08%
Sharpe
0.66
Sortino
1.17
Max Drawdown
-23.38%
Volatility
18.92%
Alpha
+3.38%
Beta
1.08
Info Ratio
0.38
Up / Down Capture
104 / 80
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹34 Cr (January - March 2026)
Expense ratio (Direct)1.25%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#38 of 58
Top 66%
3Y CAGR
#52 of 57
Top 91%
5Y CAGR
#15 of 45
Top 33%
Sharpe
#5 of 58
Top 9%