1Y
-5.29%
3Y
+8.12%
5Y
-
Since Inception
+8.81%
Sharpe
0.25
Sortino
0.36
Max Drawdown
-16.66%
Volatility
13.69%
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
#51 of 58
Top 88%
3Y CAGR
#50 of 57
Top 88%
5Y CAGR
-
Sharpe
#57 of 58
Top 98%