1Y
+6.17%
3Y
+12.27%
5Y
+14.72%
Since Inception
+22.68%
Sharpe
0.81
Sortino
1.49
Max Drawdown
-23.38%
Volatility
18.66%
Alpha
+3.38%
Beta
1.08
Info Ratio
0.38
Up / Down Capture
104 / 80
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹34 Cr (January - March 2026)
Expense ratio (Direct)1.25%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#13 of 58
Top 22%
3Y CAGR
#28 of 57
Top 49%
5Y CAGR
#8 of 45
Top 18%
Sharpe
#4 of 58
Top 7%