1Y
-3.85%
3Y
+6.05%
5Y
+5.79%
Since Inception
+9.81%
Sharpe
0.32
Sortino
0.47
Max Drawdown
-16.81%
Volatility
12.57%
Alpha
-1.80%
Beta
0.87
Info Ratio
-0.73
Up / Down Capture
85 / 90
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹2.8K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#28 of 37
Top 76%
3Y CAGR
#34 of 34
Top 100%
5Y CAGR
#29 of 31
Top 94%
Sharpe
#32 of 37
Top 86%