1Y
-6.64%
3Y
-
5Y
-
Since Inception
+1.62%
Sharpe
-0.09
Sortino
-0.13
Max Drawdown
-19.49%
Volatility
17.20%
Alpha
+2.78%
provisional: short history
Beta
0.96
provisional: short history
Info Ratio
0.49
provisional: short history
Up / Down Capture
95 / 80
provisional: short history
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
#185 of 225
Top 82%
3Y CAGR
-
5Y CAGR
-
Sharpe
#195 of 225
Top 87%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.