1Y
+1.56%
3Y
+15.84%
5Y
+17.55%
Since Inception
+22.26%
Sharpe
0.77
Sortino
1.40
Max Drawdown
-23.63%
Volatility
19.16%
Alpha
+3.08%
Beta
1.08
Info Ratio
0.37
Up / Down Capture
103 / 79
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹29 Cr (January - March 2026)
Expense ratio (Direct)1.28%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#8 of 58
Top 14%
3Y CAGR
#14 of 56
Top 25%
5Y CAGR
#7 of 45
Top 16%
Sharpe
#8 of 58
Top 14%