otherHigh risk

Sundaram CAPEX Opportunities Fund-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

₹8.8146

▼ 0.64% today

As of 4 Apr 2014 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.14 L

▲ ₹14.0k gain · 14.0% / year

Invested 3 years ago

₹73.3k

▼ ₹26.7k loss · -9.8% / year

Invested 5 years ago

₹1.00 L

▲ ₹362 gain · 0.1% / 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

16.4%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-77.00%

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 year14.01%

CAGR — 3 years-9.83%

CAGR — 5 years0.07%

CAGR — since launch-5.93%

Volatility — 1 year (annualised)16.62%

Volatility — 3 years (annualised)16.40%

Max drawdown — 1 year-26.82%

Max drawdown — 3 years-50.61%

Sharpe ratio — 1 year (rf=6%)0.44

Sharpe ratio — 3 years (rf=6%)-1.01

Fund info

Fund house: Sundaram Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 103210
First price on record: 3 Apr 2006 · 1,978 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.