1Y
+8.83%
3Y
+13.23%
5Y
+16.55%
Since Inception
+23.09%
Sharpe
0.87
Sortino
1.60
Max Drawdown
-22.73%
Volatility
17.56%
Alpha
+4.26%
Beta
1.05
Info Ratio
0.48
Up / Down Capture
104 / 75
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹32 Cr (January - March 2026)
Expense ratio (Direct)1.35%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#3 of 58
Top 5%
3Y CAGR
#18 of 57
Top 32%
5Y CAGR
#3 of 45
Top 7%
Sharpe
#2 of 58
Top 3%