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 III Direct Plan Dividend Payout
3Y ago₹1.10 L
5Y ago—

Every metric, side-by-side

marks the winner per row.

MetricSundaram Value Fund Series III …
Fund houseSundaram Mutual Fund
CategoryGrowth
PlanDirect
Latest NAV₹16.9778
Assets managed (AUM)—
1M return2.05%
6M return27.71%
1Y return17.58%
3Y CAGR3.35%
5Y CAGR—
Since inception CAGR11.25%
Bumpiness · 3Y (annualised σ)20.86
Worst drop ever-42.53%
Sharpe · 3Y (rf=6%)-0.13