otherLow risk
SUNDARAM INTERVAL FUND QUARTERLY SERIES PLAN D REG DIVIDEND
A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 1 Aug 2008.
Latest price per unit
₹10.174
▲ 0.02% today
As of 7 Jul 2015 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹99.8k
▼ ₹230 loss · -0.2% / year
Invested 3 years ago
₹99.4k
▼ ₹580 loss · -0.2% / year
Invested 5 years ago
₹1.01 L
▲ ₹791 gain · 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
3.9%
The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-4.65%
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 year-0.23%
CAGR — 3 years-0.19%
CAGR — 5 years0.16%
CAGR — since launch0.18%
Volatility — 1 year (annualised)3.94%
Volatility — 3 years (annualised)3.86%
Max drawdown — 1 year-1.94%
Max drawdown — 3 years-2.06%
Sharpe ratio — 1 year (rf=6%)-1.59
Sharpe ratio — 3 years (rf=6%)-1.40
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Income
- Plan
- —
- Option
- Dividend
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 109543
- First price on record
- 1 Aug 2008 · 1,662 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.