1Y
+3.96%
3Y
+15.66%
5Y
+15.22%
Since Inception
+18.99%
Sharpe
0.76
Sortino
1.23
Max Drawdown
-22.63%
Volatility
16.35%
Alpha
+7.02%
Beta
1.09
Info Ratio
1.11
Up / Down Capture
128 / 100
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹927 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#123 of 238
Top 52%
3Y CAGR
#65 of 143
Top 45%
5Y CAGR
#34 of 103
Top 33%
Sharpe
#48 of 237
Top 20%