1Y
+5.24%
3Y
+6.04%
5Y
+5.71%
Since Inception
+5.49%
Sharpe
-
Sortino
-
Max Drawdown
0.00%
Volatility
0.36%
Alpha
-0.32%
Beta
0.65
Info Ratio
0.31
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
#25 of 39
Top 64%
3Y CAGR
#21 of 34
Top 62%
5Y CAGR
#17 of 28
Top 61%
Sharpe
-