1Y
+0.25%
3Y
+9.00%
5Y
+12.12%
Since Inception
+20.37%
Sharpe
0.65
Sortino
1.12
Max Drawdown
-24.48%
Volatility
18.92%
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
#41 of 58
Top 71%
3Y CAGR
#53 of 57
Top 93%
5Y CAGR
#16 of 45
Top 36%
Sharpe
#6 of 58
Top 10%