1Y
-6.94%
3Y
+7.93%
5Y
+8.28%
Since Inception
+9.95%
Sharpe
0.27
Sortino
0.40
Max Drawdown
-16.81%
Volatility
12.83%
Alpha
-2.13%
Beta
0.87
Info Ratio
-0.92
Up / Down Capture
84 / 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
#31 of 37
Top 84%
3Y CAGR
#34 of 34
Top 100%
5Y CAGR
#27 of 30
Top 90%
Sharpe
#32 of 37
Top 86%