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
Tata Value Fund Series 1 Direct Plan Growth
3Y ago₹1.41 L
5Y ago—
otherDirect
Sundaram Emerging Small Cap Series III Direct Plan - Growth
3Y ago₹3.03 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 | Tata Value Fund Series 1 Direct… | Sundaram Emerging Small Cap Ser… |
|---|---|---|
| Fund house | Tata Mutual Fund | Sundaram Mutual Fund |
| Category | Growth | Growth |
| Plan | Direct | Direct |
| Latest NAV | ₹14.1405 | ₹19.8973 |
| Assets managed (AUM) | — | — |
| 1M return | 1.09% | 0.48% |
| 6M return | 15.59% | 0.14% |
| 1Y return | 46.31% | 16.36% |
| 3Y CAGR | 12.19% | 44.63% |
| 5Y CAGR | — | — |
| Since inception CAGR | 12.35% | 14.77% |
| Bumpiness · 3Y (annualised σ) | 19.34 | 16.10 |
| Worst drop ever | -35.04% | -42.82% |
| Sharpe · 3Y (rf=6%) | 0.30 | 1.98 |