1Y
+1.60%
3Y
+10.18%
5Y
+12.23%
Since Inception
+20.55%
Sharpe
0.64
Sortino
1.11
Max Drawdown
-23.63%
Volatility
18.97%
Alpha
+3.77%
Beta
1.08
Info Ratio
0.42
Up / Down Capture
105 / 79
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹29 Cr (January - March 2026)
Expense ratio (Direct)1.28%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#32 of 58
Top 55%
3Y CAGR
#44 of 57
Top 77%
5Y CAGR
#14 of 45
Top 31%
Sharpe
#10 of 58
Top 17%