1Y
+4.03%
3Y
+16.08%
5Y
+18.82%
Since Inception
+23.28%
Sharpe
0.85
Sortino
1.56
Max Drawdown
-22.73%
Volatility
17.96%
Alpha
+3.31%
Beta
1.05
Info Ratio
0.39
Up / Down Capture
101 / 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
#6 of 58
Top 10%
3Y CAGR
#13 of 56
Top 23%
5Y CAGR
#2 of 45
Top 4%
Sharpe
#2 of 58
Top 3%