1Y
+0.39%
3Y
+15.13%
5Y
+18.00%
Since Inception
+22.90%
Sharpe
0.80
Sortino
1.47
Max Drawdown
-23.38%
Volatility
19.10%
Alpha
+2.57%
Beta
1.07
Info Ratio
0.31
Up / Down Capture
101 / 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
#12 of 58
Top 21%
3Y CAGR
#20 of 56
Top 36%
5Y CAGR
#5 of 45
Top 11%
Sharpe
#4 of 58
Top 7%