otherModerate risk

Sundaram Monthly Income Plan-Quarterly-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

₹11.0194

▼ 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

₹1.01 L

▲ ₹1.2k gain · 1.2% / year

Invested 3 years ago

₹1.06 L

▲ ₹6.3k gain · 2.1% / year

Invested 5 years ago

₹99.1k

▼ ₹945 loss · -0.2% / 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

6.3%

The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-17.00%

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 year1.18%

CAGR — 3 years2.05%

CAGR — 5 years-0.19%

CAGR — since launch0.10%

Volatility — 1 year (annualised)3.56%

Volatility — 3 years (annualised)6.27%

Max drawdown — 1 year-3.32%

Max drawdown — 3 years-9.24%

Sharpe ratio — 1 year (rf=6%)-1.34

Sharpe ratio — 3 years (rf=6%)-0.62

Fund info

Fund house: Sundaram Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 102176
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.