1Y
+6.68%
3Y
+12.12%
5Y
+14.77%
Since Inception
+22.03%
Sharpe
0.79
Sortino
1.41
Max Drawdown
-24.48%
Volatility
18.70%
Alpha
+3.05%
Beta
1.09
Info Ratio
0.35
Up / Down Capture
104 / 81
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹70 Cr (January - March 2026)
Expense ratio (Direct)1.31%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#11 of 58
Top 19%
3Y CAGR
#31 of 57
Top 54%
5Y CAGR
#7 of 45
Top 16%
Sharpe
#6 of 58
Top 10%