1Y
+3.99%
3Y
+20.08%
5Y
+17.91%
Since Inception
+20.17%
Sharpe
0.83
Sortino
1.34
Max Drawdown
-22.63%
Volatility
16.63%
Alpha
+7.45%
Beta
1.09
Info Ratio
1.20
Up / Down Capture
129 / 100
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹927 Cr (January - March 2026)
Expense ratio (Direct)1.59%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#76 of 225
Top 34%
3Y CAGR
#38 of 128
Top 30%
5Y CAGR
#24 of 99
Top 24%
Sharpe
#29 of 225
Top 13%