1Y
+5.30%
3Y
+6.19%
5Y
+5.58%
Since Inception
+5.51%
Sharpe
-
Sortino
-
Max Drawdown
0.00%
Volatility
0.37%
Alpha
-0.17%
Beta
0.84
Info Ratio
-0.22
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹1.0K Cr (January - March 2026)
Expense ratio (Direct)0.08%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Overnight
1Y
#22 of 37
Top 59%
3Y CAGR
#20 of 34
Top 59%
5Y CAGR
#18 of 28
Top 64%
Sharpe
-