1Y
+8.29%
3Y
+13.40%
5Y
+16.62%
Since Inception
+22.96%
Sharpe
0.89
Sortino
1.62
Max Drawdown
-22.09%
Volatility
17.47%
Alpha
+4.46%
Beta
1.04
Info Ratio
0.51
Up / Down Capture
104 / 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
#6 of 58
Top 10%
3Y CAGR
#16 of 57
Top 28%
5Y CAGR
#2 of 45
Top 4%
Sharpe
#1 of 58
Top 2%