1Y
+7.16%
3Y
+12.83%
5Y
+14.58%
Since Inception
+22.08%
Sharpe
0.79
Sortino
1.42
Max Drawdown
-23.63%
Volatility
18.72%
Alpha
+3.77%
Beta
1.08
Info Ratio
0.42
Up / Down Capture
105 / 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
#10 of 58
Top 17%
3Y CAGR
#21 of 57
Top 37%
5Y CAGR
#10 of 45
Top 22%
Sharpe
#8 of 58
Top 14%