1Y
+1.26%
3Y
+14.91%
5Y
+17.82%
Since Inception
+22.33%
Sharpe
0.78
Sortino
1.39
Max Drawdown
-24.48%
Volatility
19.13%
Alpha
+2.31%
Beta
1.09
Info Ratio
0.29
Up / Down Capture
101 / 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
#22 of 56
Top 39%
5Y CAGR
#6 of 45
Top 13%
Sharpe
#7 of 58
Top 12%