1Y
+4.06%
3Y
+6.94%
5Y
+6.09%
Since Inception
+5.97%
Sharpe
-0.99
Sortino
-1.19
Max Drawdown
-0.74%
Volatility
1.34%
Alpha
+0.32%
Beta
1.14
Info Ratio
0.53
Up / Down Capture
104 / 105
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-15
AUM₹706 Cr (January - March 2026)
Expense ratio (Direct)0.32%
Minimum lumpsumRs 5,000
Minimum SIPRs 250
Risk rating-
Investment objective
Not available.
Peer rankwithin Corporate Bond
1Y
#16 of 21
Top 76%
3Y CAGR
#17 of 21
Top 81%
5Y CAGR
#15 of 17
Top 88%
Sharpe
#20 of 21
Top 95%