1Y
+1.31%
3Y
+10.06%
5Y
+13.42%
Since Inception
+21.24%
Sharpe
0.71
Sortino
1.23
Max Drawdown
-22.09%
Volatility
17.88%
Alpha
+4.46%
Beta
1.04
Info Ratio
0.51
Up / Down Capture
104 / 73
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹21 Cr (January - March 2026)
Expense ratio (Direct)2.73%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#35 of 58
Top 60%
3Y CAGR
#47 of 57
Top 82%
5Y CAGR
#8 of 45
Top 18%
Sharpe
#3 of 58
Top 5%