1Y
+15.87%
3Y
+19.44%
5Y
+12.66%
Since Inception
+12.29%
Sharpe
0.44
Sortino
0.67
Max Drawdown
-24.20%
Volatility
14.71%
Alpha
-6.85%
vs proxy benchmark
Beta
1.00
vs proxy benchmark
Info Ratio
-1.38
vs proxy benchmark
Up / Down Capture
85 / 121
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
#17 of 27
Top 63%
3Y CAGR
#17 of 23
Top 74%
5Y CAGR
#8 of 17
Top 47%
Sharpe
#12 of 27
Top 44%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.