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 Value Fund Series Direct Plan Growth
3Y ago₹1.28 L
5Y ago—

Every metric, side-by-side

marks the winner per row.

MetricSundaram Value Fund Series Dir…
Fund houseSundaram Mutual Fund
CategoryGrowth
PlanDirect
Latest NAV₹21.2267
Assets managed (AUM)—
1M return2.05%
6M return27.71%
1Y return17.59%
3Y CAGR8.49%
5Y CAGR—
Since inception CAGR16.35%
Bumpiness · 3Y (annualised σ)18.89
Worst drop ever-36.58%
Sharpe · 3Y (rf=6%)0.12