1Y
+3.94%
3Y
+18.68%
5Y
+17.48%
Since Inception
+20.82%
Sharpe
0.76
Sortino
1.26
Max Drawdown
-23.77%
Volatility
17.82%
Alpha
+1.83%
Beta
0.85
Info Ratio
-0.05
Up / Down Capture
89 / 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
#8 of 31
Top 26%
3Y CAGR
#9 of 23
Top 39%
5Y CAGR
#10 of 20
Top 50%
Sharpe
#10 of 31
Top 32%