small capVery high risk

Sundaram Small Cap Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW)

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 7 Oct 2009.

Latest price per unit

₹29.5783

▲ 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

₹1.41 L

▲ ₹41.4k gain · 41.4% / year

Invested 3 years ago

₹1.62 L

▲ ₹61.5k gain · 17.3% / year

Invested 5 years ago

₹1.43 L

▲ ₹43.5k 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

22.2%

The value swings roughly 22% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-65.09%

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 year41.39%

CAGR — 3 years17.33%

CAGR — 5 years7.49%

CAGR — since launch6.17%

Volatility — 1 year (annualised)20.93%

Volatility — 3 years (annualised)22.22%

Max drawdown — 1 year-13.89%

Max drawdown — 3 years-43.85%

Sharpe ratio — 1 year (rf=6%)1.41

Sharpe ratio — 3 years (rf=6%)0.46

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Small Cap Fund
Plan: —
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 112207
First price on record: 7 Oct 2009 · 3,015 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.