1Y
-5.71%
3Y
+10.93%
5Y
-
Since Inception
+10.28%
Sharpe
0.40
Sortino
0.59
Max Drawdown
-15.66%
Volatility
13.76%
Alpha
-1.04%
Beta
0.91
Info Ratio
-0.46
Up / Down Capture
90 / 92
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-09-07
AUM₹2.0K Cr (January - March 2026)
Expense ratio (Direct)0.82%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#33 of 41
Top 80%
3Y CAGR
#30 of 35
Top 86%
5Y CAGR
-
Sharpe
#28 of 40
Top 70%