otherLow risk

Sundaram Regular Savings Fund - Quarterly Dividend

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 5 Apr 2010.

Latest price per unit

₹11.9959

▼ 0.01% today

As of 4 May 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.01 L

▲ ₹1.3k gain · 1.3% / year

Invested 3 years ago

₹1.10 L

▲ ₹9.5k gain · 3.1% / year

Invested 5 years ago

₹1.00 L

▲ ₹308 gain · 0.1% / 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

2.7%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-21.68%

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 year1.28%

CAGR — 3 years3.07%

CAGR — 5 years0.06%

CAGR — since launch2.23%

Volatility — 1 year (annualised)2.66%

Volatility — 3 years (annualised)2.65%

Max drawdown — 1 year-1.46%

Max drawdown — 3 years-1.65%

Sharpe ratio — 1 year (rf=6%)-1.76

Sharpe ratio — 3 years (rf=6%)-1.08

Fund info

Fund house: Sundaram Mutual Fund
Category: 54EB Growth
Plan: Regular
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 112872
First price on record: 5 Apr 2010 · 1,951 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.