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 2 -Direct Plan-Growth
3Y ago₹1.36 L
5Y ago—
otherDirect
Sundaram Emerging Small Cap Series IV Direct Plan - Growth
3Y ago₹2.66 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 2 -Direc… | Sundaram Emerging Small Cap Ser… |
|---|---|---|
| Fund house | Tata Mutual Fund | Sundaram Mutual Fund |
| Category | Growth | Growth |
| Plan | Direct | Direct |
| Latest NAV | ₹13.5796 | ₹20.0629 |
| Assets managed (AUM) | — | — |
| 1M return | 0.86% | 0.17% |
| 6M return | 10.61% | -2.01% |
| 1Y return | 38.98% | 13.46% |
| 3Y CAGR | 10.79% | 38.49% |
| 5Y CAGR | — | — |
| Since inception CAGR | 10.71% | 14.85% |
| Bumpiness · 3Y (annualised σ) | 18.54 | 15.77 |
| Worst drop ever | -33.95% | -41.48% |
| Sharpe · 3Y (rf=6%) | 0.24 | 1.72 |