1Y
+3.00%
3Y
+13.88%
5Y
+12.50%
Since Inception
+18.42%
Sharpe
0.78
Sortino
1.31
Max Drawdown
-17.36%
Volatility
14.68%
Alpha
+3.04%
Beta
0.92
Info Ratio
0.48
Up / Down Capture
100 / 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
#135 of 238
Top 57%
3Y CAGR
#76 of 143
Top 53%
5Y CAGR
#51 of 103
Top 50%
Sharpe
#44 of 237
Top 19%