1Y
+0.59%
3Y
+9.27%
5Y
+12.37%
Since Inception
+20.60%
Sharpe
0.65
Sortino
1.12
Max Drawdown
-24.14%
Volatility
18.84%
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
#39 of 58
Top 67%
3Y CAGR
#51 of 57
Top 89%
5Y CAGR
#12 of 45
Top 27%
Sharpe
#7 of 58
Top 12%