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.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
otherDirect
Sundaram Fixed Term Plan FL Direct Plan Growth
3Y ago—
5Y ago—
otherDirect
JPMorgan India Mid and Small Cap Fund - Direct Plan - Growth Option
3Y ago₹2.30 L
5Y ago—
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Fixed Term Plan FL Dir… | JPMorgan India Mid and Small Ca… |
|---|---|---|
| Fund house | Sundaram Mutual Fund | JPMorgan Mutual Fund |
| Category | Income | Income |
| Plan | Direct | Direct |
| Latest NAV | ₹12.8785 | ₹20.603 |
| Assets managed (AUM) | — | — |
| 1M return | 0.53% | -11.40% |
| 6M return | 3.42% | 7.23% |
| 1Y return | 7.62% | 3.82% |
| 3Y CAGR | — | 32.02% |
| 5Y CAGR | — | — |
| Since inception CAGR | 8.77% | 22.86% |
| Bumpiness · 3Y (annualised σ) | 0.52 | 16.33 |
| Worst drop ever | -0.25% | -21.32% |
| Sharpe · 3Y (rf=6%) | 5.45 | 1.37 |