1Y
+3.58%
3Y
+14.44%
5Y
+12.26%
Since Inception
+18.61%
Sharpe
0.65
Sortino
1.06
Max Drawdown
-17.36%
Volatility
14.82%
Alpha
+3.04%
Beta
0.92
Info Ratio
0.48
Up / Down Capture
100 / 81
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹4.6K Cr (January - March 2026)
Expense ratio (Direct)0.81%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#139 of 242
Top 57%
3Y CAGR
#79 of 145
Top 54%
5Y CAGR
#55 of 104
Top 53%
Sharpe
#45 of 242
Top 19%