small capVery high risk

Sundaram Small Cap Fund Institutional Plan - Growth

Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps. From Sundaram Mutual Fund. It's been running since 30 Nov 2009.

Latest price per unit

₹165.7589

▲ 0.86% today

As of 31 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.62 L

▲ ₹62.0k gain · 62.0% / year

Invested 3 years ago

₹1.96 L

▲ ₹95.6k gain · 25.1% / year

Invested 5 years ago

₹2.19 L

▲ ₹1.19 L gain · 16.9% / 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

20.8%

The value swings roughly 21% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-57.06%

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 year62.03%

CAGR — 3 years25.07%

CAGR — 5 years16.94%

CAGR — since launch15.01%

Volatility — 1 year (annualised)15.86%

Volatility — 3 years (annualised)20.85%

Max drawdown — 1 year-7.56%

Max drawdown — 3 years-42.46%

Sharpe ratio — 1 year (rf=6%)2.74

Sharpe ratio — 3 years (rf=6%)0.81

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Small Cap Fund
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 112064
First price on record: 30 Nov 2009 · 2,980 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.