1Y
+1.87%
3Y
-
5Y
-
Since Inception
+6.37%
Sharpe
0.19
Sortino
0.27
Max Drawdown
-19.49%
Volatility
16.69%
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
#145 of 238
Top 61%
3Y CAGR
-
5Y CAGR
-
Sharpe
#184 of 237
Top 78%