1Y
+4.29%
3Y
+13.95%
5Y
+10.97%
Since Inception
+15.63%
Sharpe
0.50
Sortino
0.74
Max Drawdown
-20.28%
Volatility
15.22%
Alpha
+0.69%
Beta
0.97
Info Ratio
0.09
Up / Down Capture
101 / 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
#17 of 36
Top 47%
3Y CAGR
#19 of 28
Top 68%
5Y CAGR
#21 of 28
Top 75%
Sharpe
#19 of 36
Top 53%