MF Gyan
Head-to-head

Compare up to 5 funds side-by-side.

Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

otherDirect
Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option
3Y ago—
5Y ago—

Every metric, side-by-side

marks the winner per row.

MetricSundaram Monthly Income Plan - …
Fund houseSundaram Mutual Fund
CategoryIncome
PlanDirect
Latest NAV₹17.5532
Assets managed (AUM)—
1M return0.54%
6M return2.69%
1Y return—
3Y CAGR—
5Y CAGR—
Since inception CAGR6.85%
Bumpiness · 3Y (annualised σ)1.98
Worst drop ever-1.46%
Sharpe · 3Y (rf=6%)0.48