1Y
+0.66%
3Y
-
5Y
-
Since Inception
+4.95%
Sharpe
-0.17
Sortino
-0.23
Max Drawdown
-19.49%
Volatility
17.29%
Alpha
+4.41%
Beta
0.97
Info Ratio
0.73
Up / Down Capture
103 / 80
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2024-06-26
AUM₹1.6K Cr (January - March 2026)
Expense ratio (Direct)0.61%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#174 of 242
Top 72%
3Y CAGR
-
5Y CAGR
-
Sharpe
#205 of 242
Top 85%