1Y
-4.29%
3Y
+7.99%
5Y
+7.63%
Since Inception
+11.58%
Sharpe
0.26
Sortino
0.38
Max Drawdown
-16.32%
Volatility
13.49%
Alpha
-3.13%
Beta
0.91
Info Ratio
-1.02
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
#23 of 23
Top 100%
3Y CAGR
#22 of 22
Top 100%
5Y CAGR
#18 of 18
Top 100%
Sharpe
#21 of 23
Top 91%