1Y
+4.57%
3Y
+16.31%
5Y
+18.88%
Since Inception
+23.19%
Sharpe
0.86
Sortino
1.58
Max Drawdown
-22.09%
Volatility
17.88%
Alpha
+3.55%
Beta
1.04
Info Ratio
0.42
Up / Down Capture
100 / 73
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹21 Cr (January - March 2026)
Expense ratio (Direct)2.73%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#5 of 58
Top 9%
3Y CAGR
#11 of 56
Top 20%
5Y CAGR
#1 of 45
Top 2%
Sharpe
#1 of 58
Top 2%