otherLow risk

SUNDARAM FIXED INCOME INTERVAL FUND QTRLY PLAN B INST GROWTH

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 1 Oct 2007.

Latest price per unit

₹14.3424

▲ 0.08% today

As of 18 Jun 2012 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.10 L

▲ ₹9.7k gain · 9.7% / year

Invested 3 years ago

₹1.22 L

▲ ₹21.9k gain · 6.8% / 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

2.8%

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

Worst drop ever

0.00%

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 year9.66%

CAGR — 3 years6.81%

CAGR — 5 years—

CAGR — since launch7.91%

Volatility — 1 year (annualised)4.43%

Volatility — 3 years (annualised)2.80%

Max drawdown — 1 year0.00%

Max drawdown — 3 years0.00%

Sharpe ratio — 1 year (rf=6%)3.15

Sharpe ratio — 3 years (rf=6%)2.59

Fund info

Fund house: Sundaram Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 106703
First price on record: 1 Oct 2007 · 545 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.