1Y
+4.91%
3Y
-
5Y
-
Since Inception
+11.93%
Sharpe
0.61
Sortino
0.84
Max Drawdown
-13.10%
Volatility
10.49%
Alpha
+7.81%
vs proxy benchmark
Beta
1.00
vs proxy benchmark
Info Ratio
1.80
vs proxy benchmark
Up / Down Capture
128 / 63
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2024-01-29
AUM₹3.2K Cr (January - March 2026)
Expense ratio (Direct)0.73%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Asset Allocation
1Y
#23 of 28
Top 82%
3Y CAGR
-
5Y CAGR
-
Sharpe
#20 of 27
Top 74%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.