1Y
+2.65%
3Y
+10.23%
5Y
+13.63%
Since Inception
+21.56%
Sharpe
0.71
Sortino
1.24
Max Drawdown
-22.73%
Volatility
17.89%
Alpha
+4.26%
Beta
1.05
Info Ratio
0.48
Up / Down Capture
104 / 75
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹32 Cr (January - March 2026)
Expense ratio (Direct)1.35%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#28 of 58
Top 48%
3Y CAGR
#42 of 57
Top 74%
5Y CAGR
#7 of 45
Top 16%
Sharpe
#2 of 58
Top 3%