otherLow risk

Sundaram Medium Term Bond Fund -Institutional Plan - Bonus Option

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹14.0397

▲ 0.04% today

As of 9 Dec 2015 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.05 L

▲ ₹5.2k gain · 5.2% / year

Invested 3 years ago

₹1.25 L

▲ ₹24.9k gain · 7.7% / year

Invested 5 years ago

₹95.2k

▼ ₹4.8k loss · -1.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

4.6%

The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-35.05%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year5.19%

CAGR — 3 years7.69%

CAGR — 5 years-0.98%

CAGR — since launch2.44%

Volatility — 1 year (annualised)3.08%

Volatility — 3 years (annualised)4.61%

Max drawdown — 1 year-1.69%

Max drawdown — 3 years-8.44%

Sharpe ratio — 1 year (rf=6%)-0.24

Sharpe ratio — 3 years (rf=6%)0.38

Fund info

Fund house: Sundaram Mutual Fund
Category: Formerly Super Institutional Plan
Plan: —
Option: Bonus
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 100611
First price on record: 3 Apr 2006 · 2,340 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.