1Y
+6.05%
3Y
+17.70%
5Y
+16.39%
Since Inception
+19.92%
Sharpe
0.87
Sortino
1.41
Max Drawdown
-20.69%
Volatility
15.52%
Alpha
+2.81%
Beta
0.93
Info Ratio
0.54
Up / Down Capture
99 / 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
#21 of 32
Top 66%
3Y CAGR
#11 of 30
Top 37%
5Y CAGR
#8 of 22
Top 36%
Sharpe
#11 of 32
Top 34%