otherLow risk

Sundaram Monthly Income Plan-Monthly Dividend

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

₹11.8071

▼ 0.14% today

As of 9 Sep 2016 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.02 L

▲ ₹1.6k gain · 1.6% / year

Invested 3 years ago

₹1.16 L

▲ ₹16.2k gain · 5.1% / year

Invested 5 years ago

₹1.13 L

▲ ₹12.8k gain · 2.4% / 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

3.0%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-15.58%

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 year1.57%

CAGR — 3 years5.12%

CAGR — 5 years2.43%

CAGR — since launch0.83%

Volatility — 1 year (annualised)2.72%

Volatility — 3 years (annualised)3.01%

Max drawdown — 1 year-3.57%

Max drawdown — 3 years-4.61%

Sharpe ratio — 1 year (rf=6%)-1.60

Sharpe ratio — 3 years (rf=6%)-0.25

Fund info

Fund house: Sundaram Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 102175
First price on record: 3 Apr 2006 · 2,520 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.