1Y
+1.80%
3Y
+22.12%
5Y
+18.31%
Since Inception
+20.16%
Sharpe
0.84
Sortino
1.36
Max Drawdown
-20.69%
Volatility
15.90%
Alpha
+2.33%
Beta
0.94
Info Ratio
0.39
Up / Down Capture
97 / 84
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹12.9K Cr (January - March 2026)
Expense ratio (Direct)1.00%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#19 of 31
Top 61%
3Y CAGR
#10 of 29
Top 34%
5Y CAGR
#7 of 22
Top 32%
Sharpe
#11 of 31
Top 35%