otherHigh risk

Sundaram Energy 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 Jan 2008.

Latest price per unit

₹7.3167

▼ 0.72% today

As of 11 Apr 2014 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.10 L

▲ ₹10.5k gain · 10.5% / year

Invested 3 years ago

₹92.3k

▼ ₹7.7k loss · -2.6% / year

Invested 5 years ago

₹1.44 L

▲ ₹43.6k gain · 7.5% / 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

16.9%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-61.09%

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 year10.49%

CAGR — 3 years-2.63%

CAGR — 5 years7.50%

CAGR — since launch-5.17%

Volatility — 1 year (annualised)18.31%

Volatility — 3 years (annualised)16.92%

Max drawdown — 1 year-24.00%

Max drawdown — 3 years-32.86%

Sharpe ratio — 1 year (rf=6%)0.23

Sharpe ratio — 3 years (rf=6%)-0.51

Fund info

Fund house: Sundaram Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 107350
First price on record: 3 Jan 2008 · 1,546 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.