1Y
-2.82%
3Y
+14.43%
5Y
+14.19%
Since Inception
+15.98%
Sharpe
0.56
Sortino
0.88
Max Drawdown
-20.10%
Volatility
16.38%
Alpha
+1.76%
Beta
0.96
Info Ratio
0.20
Up / Down Capture
101 / 91
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹1.6K Cr (January - March 2026)
Expense ratio (Direct)0.80%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#143 of 225
Top 64%
3Y CAGR
#73 of 128
Top 57%
5Y CAGR
#44 of 99
Top 44%
Sharpe
#88 of 225
Top 39%