1Y
-4.57%
3Y
+8.68%
5Y
-
Since Inception
+10.13%
Sharpe
0.42
Sortino
0.61
Max Drawdown
-15.66%
Volatility
13.32%
Alpha
-0.88%
Beta
0.91
Info Ratio
-0.39
Up / Down Capture
91 / 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
#40 of 42
Top 95%
3Y CAGR
#34 of 38
Top 89%
5Y CAGR
-
Sharpe
#31 of 42
Top 74%