1Y
-3.02%
3Y
+9.88%
5Y
-
Since Inception
+9.59%
Sharpe
0.12
Sortino
0.17
Max Drawdown
-16.66%
Volatility
13.76%
Alpha
-1.31%
Beta
0.91
Info Ratio
-0.55
Up / Down Capture
89 / 92
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-01-03
AUM₹1.3K Cr (January - March 2026)
Expense ratio (Direct)1.74%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#57 of 58
Top 98%
3Y CAGR
#49 of 57
Top 86%
5Y CAGR
-
Sharpe
#57 of 58
Top 98%