otherLow risk

SUNDARAM FIXED INCOME INTERVAL FUND QTRLY PLAN C REG DIVIDEND

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 20 Nov 2007.

Latest price per unit

₹10.1713

▲ 0.02% today

As of 6 Aug 2015 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.02 L

▲ ₹1.7k gain · 1.7% / year

Invested 3 years ago

₹99.4k

▼ ₹648 loss · -0.2% / year

Invested 5 years ago

₹1.01 L

▲ ₹614 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

4.4%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-3.02%

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 year1.69%

CAGR — 3 years-0.22%

CAGR — 5 years0.12%

CAGR — since launch0.20%

Volatility — 1 year (annualised)3.41%

Volatility — 3 years (annualised)4.37%

Max drawdown — 1 year-1.91%

Max drawdown — 3 years-3.02%

Sharpe ratio — 1 year (rf=6%)-1.24

Sharpe ratio — 3 years (rf=6%)-1.43

Fund info

Fund house: Sundaram Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 107000
First price on record: 20 Nov 2007 · 1,856 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.