1Y
+24.78%
3Y
+18.32%
5Y
+12.37%
Since Inception
+12.36%
Sharpe
0.46
Sortino
0.72
Max Drawdown
-24.20%
Volatility
14.75%
Alpha
-5.58%
vs proxy benchmark
Beta
0.98
vs proxy benchmark
Info Ratio
-1.25
vs proxy benchmark
Up / Down Capture
85 / 111
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹155 Cr (January - March 2026)
Expense ratio (Direct)1.37%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Overseas
1Y
#18 of 27
Top 67%
3Y CAGR
#19 of 23
Top 83%
5Y CAGR
#7 of 16
Top 44%
Sharpe
#13 of 27
Top 48%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.