1Y
-6.53%
3Y
+10.66%
5Y
-
Since Inception
+8.89%
Sharpe
0.23
Sortino
0.34
Max Drawdown
-16.66%
Volatility
14.07%
Alpha
-1.18%
Beta
0.91
Info Ratio
-0.53
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
#46 of 58
Top 79%
3Y CAGR
#46 of 56
Top 82%
5Y CAGR
-
Sharpe
#56 of 58
Top 97%