sectorHigh risk

Sundaram Value Fund - Regular Plan - GROWTH

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Sundaram Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹211.9483

▲ 0.16% today

As of 28 Aug 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹96.7k

▼ ₹3.3k loss · -3.3% / year

Invested 3 years ago

₹1.24 L

▲ ₹23.8k gain · 7.4% / year

Invested 5 years ago

₹1.50 L

▲ ₹50.3k gain · 8.5% / 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

12.9%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-57.88%

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 year-3.29%

CAGR — 3 years7.38%

CAGR — 5 years8.49%

CAGR — since launch10.89%

Volatility — 1 year (annualised)13.66%

Volatility — 3 years (annualised)12.94%

Max drawdown — 1 year-15.53%

Max drawdown — 3 years-16.13%

Sharpe ratio — 1 year (rf=6%)-0.69

Sharpe ratio — 3 years (rf=6%)0.10

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Value Fund
Plan: Regular
Option: Growth
ISIN (Growth): INF903J01538
ISIN (Div re-invest): —
Fund code: 101853
First price on record: 3 Apr 2006 · 5,015 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.