1Y
-4.42%
3Y
+14.75%
5Y
+14.79%
Since Inception
+17.84%
Sharpe
0.70
Sortino
1.17
Max Drawdown
-17.36%
Volatility
14.98%
Alpha
+2.26%
Beta
0.92
Info Ratio
0.33
Up / Down Capture
97 / 81
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹4.6K Cr (January - March 2026)
Expense ratio (Direct)0.81%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#164 of 225
Top 73%
3Y CAGR
#69 of 128
Top 54%
5Y CAGR
#39 of 99
Top 39%
Sharpe
#51 of 225
Top 23%