1Y
-7.62%
3Y
+8.56%
5Y
+9.58%
Since Inception
+11.34%
Sharpe
0.38
Sortino
0.56
Max Drawdown
-16.32%
Volatility
13.75%
Alpha
-3.24%
Beta
0.92
Info Ratio
-1.08
Up / Down Capture
84 / 95
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹1.4K Cr (January - March 2026)
Expense ratio (Direct)1.66%
Minimum lumpsumRs 100
Minimum SIPRs 250
Risk rating-
Investment objective
Not available.
Peer rankwithin Value
1Y
#20 of 23
Top 87%
3Y CAGR
#21 of 21
Top 100%
5Y CAGR
#15 of 15
Top 100%
Sharpe
#22 of 23
Top 96%