1Y
+1.32%
3Y
+14.99%
5Y
+18.05%
Since Inception
+22.43%
Sharpe
0.79
Sortino
1.42
Max Drawdown
-24.14%
Volatility
19.00%
Alpha
+2.49%
Beta
1.07
Info Ratio
0.30
Up / Down Capture
100 / 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
#10 of 58
Top 17%
3Y CAGR
#21 of 56
Top 38%
5Y CAGR
#4 of 45
Top 9%
Sharpe
#5 of 58
Top 9%