1Y
+6.67%
3Y
+14.07%
5Y
+11.40%
Since Inception
+15.89%
Sharpe
0.68
Sortino
1.04
Max Drawdown
-20.28%
Volatility
14.85%
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
#6 of 36
Top 17%
3Y CAGR
#11 of 28
Top 39%
5Y CAGR
#19 of 28
Top 68%
Sharpe
#13 of 36
Top 36%