1Y
+2.95%
3Y
+15.62%
5Y
+13.63%
Since Inception
+18.85%
Sharpe
0.64
Sortino
1.02
Max Drawdown
-22.63%
Volatility
16.43%
Alpha
+7.02%
Beta
1.09
Info Ratio
1.11
Up / Down Capture
128 / 100
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹927 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#147 of 242
Top 61%
3Y CAGR
#68 of 145
Top 47%
5Y CAGR
#43 of 104
Top 41%
Sharpe
#48 of 242
Top 20%