1Y
-2.56%
3Y
+13.42%
5Y
+12.95%
Since Inception
+14.58%
Sharpe
0.57
Sortino
0.86
Max Drawdown
-20.28%
Volatility
15.06%
Alpha
-0.96%
Beta
0.96
Info Ratio
-0.35
Up / Down Capture
95 / 99
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹6.5K Cr (January - March 2026)
Expense ratio (Direct)2.60%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#20 of 33
Top 61%
3Y CAGR
#23 of 28
Top 82%
5Y CAGR
#20 of 28
Top 71%
Sharpe
#20 of 33
Top 61%