1Y
-2.20%
3Y
+10.44%
5Y
-
Since Inception
+11.05%
Sharpe
0.26
Sortino
0.37
Max Drawdown
-15.66%
Volatility
13.44%
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
#43 of 44
Top 98%
3Y CAGR
#33 of 38
Top 87%
5Y CAGR
-
Sharpe
#33 of 44
Top 75%