1Y
+5.93%
3Y
+12.23%
5Y
+12.98%
Since Inception
+15.82%
Sharpe
0.61
Sortino
0.97
Max Drawdown
-20.10%
Volatility
16.11%
Alpha
+2.97%
Beta
0.96
Info Ratio
0.35
Up / Down Capture
105 / 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
#102 of 238
Top 43%
3Y CAGR
#89 of 143
Top 62%
5Y CAGR
#45 of 103
Top 44%
Sharpe
#84 of 237
Top 35%