1Y
-3.12%
3Y
-
5Y
-
Since Inception
+0.83%
Sharpe
-0.67
Sortino
-0.81
Max Drawdown
-14.90%
Volatility
16.11%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2025-07-23
AUM₹984 Cr (January - March 2026)
Expense ratio (Direct)0.69%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#223 of 242
Top 92%
3Y CAGR
-
5Y CAGR
-
Sharpe
#238 of 242
Top 98%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.