1Y
+5.88%
3Y
+14.12%
5Y
-
Since Inception
+13.63%
Sharpe
0.51
Sortino
0.81
Max Drawdown
-15.01%
Volatility
12.63%
Alpha
+1.19%
Beta
0.81
Info Ratio
-0.01
Up / Down Capture
89 / 78
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹12 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#3 of 58
Top 5%
3Y CAGR
#29 of 56
Top 52%
5Y CAGR
-
Sharpe
#34 of 58
Top 59%
Data quality flags
- Latest NAV is older than 30 days.