otherHigh risk

Sundaram PSU Opportunities Dividend Option

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 18 Jan 2010.

Latest price per unit

₹11.0715

▲ 0.69% today

As of 22 Jul 2016 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹98.9k

▼ ₹1.1k loss · -1.1% / year

Invested 3 years ago

₹1.46 L

▲ ₹46.4k gain · 13.6% / year

Invested 5 years ago

₹1.08 L

▲ ₹7.6k gain · 1.5% / 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

19.0%

The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-51.15%

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-1.07%

CAGR — 3 years13.56%

CAGR — 5 years1.47%

CAGR — since launch1.56%

Volatility — 1 year (annualised)17.61%

Volatility — 3 years (annualised)19.00%

Max drawdown — 1 year-25.77%

Max drawdown — 3 years-26.77%

Sharpe ratio — 1 year (rf=6%)-0.40

Sharpe ratio — 3 years (rf=6%)0.37

Fund info

Fund house: Sundaram Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 112295
First price on record: 18 Jan 2010 · 1,608 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.