1Y
+2.73%
3Y
+17.05%
5Y
+15.69%
Since Inception
+19.60%
Sharpe
0.69
Sortino
1.08
Max Drawdown
-20.69%
Volatility
15.90%
Alpha
+2.81%
Beta
0.93
Info Ratio
0.54
Up / Down Capture
99 / 84
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹12.9K Cr (January - March 2026)
Expense ratio (Direct)1.00%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#27 of 32
Top 84%
3Y CAGR
#11 of 30
Top 37%
5Y CAGR
#7 of 22
Top 32%
Sharpe
#9 of 32
Top 28%