1Y
+6.54%
3Y
+12.19%
5Y
+14.87%
Since Inception
+22.10%
Sharpe
0.80
Sortino
1.43
Max Drawdown
-24.14%
Volatility
18.57%
Alpha
+3.16%
Beta
1.07
Info Ratio
0.36
Up / Down Capture
102 / 79
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹33 Cr (January - March 2026)
Expense ratio (Direct)1.39%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#12 of 58
Top 21%
3Y CAGR
#30 of 57
Top 53%
5Y CAGR
#6 of 45
Top 13%
Sharpe
#5 of 58
Top 9%