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.
1/5
₹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 IX Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
3Y ago₹1.57 L
5Y ago—
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Value Fund Series IX D… |
|---|---|
| Fund house | Sundaram Mutual Fund |
| Category | Growth |
| Plan | Direct |
| Latest NAV | ₹15.0808 |
| Assets managed (AUM) | — |
| 1M return | 1.73% |
| 6M return | 3.44% |
| 1Y return | 44.02% |
| 3Y CAGR | 16.23% |
| 5Y CAGR | — |
| Since inception CAGR | 11.00% |
| Bumpiness · 3Y (annualised σ) | 20.56 |
| Worst drop ever | -25.75% |
| Sharpe · 3Y (rf=6%) | 0.47 |