1Y
+8.93%
3Y
+14.52%
5Y
+14.48%
Since Inception
+20.50%
Sharpe
0.67
Sortino
1.10
Max Drawdown
-23.77%
Volatility
17.64%
Alpha
+2.41%
Beta
0.85
Info Ratio
0.08
Up / Down Capture
90 / 79
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹3.3K Cr (January - March 2026)
Expense ratio (Direct)1.07%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#18 of 32
Top 56%
3Y CAGR
#12 of 26
Top 46%
5Y CAGR
#11 of 21
Top 52%
Sharpe
#12 of 32
Top 38%