sectorHigh risk

Sundaram Rural and Consumption Fund Inst Dividend

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Sundaram Mutual Fund. It's been running since 22 Sep 2010.

Latest price per unit

₹31.9314

▲ 0.42% today

As of 30 Nov 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹84.7k

▼ ₹15.3k loss · -15.3% / year

Invested 3 years ago

₹1.21 L

▲ ₹21.4k gain · 6.7% / year

Invested 5 years ago

₹1.91 L

▲ ₹90.7k gain · 13.8% / 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

13.9%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-25.33%

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-15.26%

CAGR — 3 years6.67%

CAGR — 5 years13.78%

CAGR — since launch9.67%

Volatility — 1 year (annualised)14.14%

Volatility — 3 years (annualised)13.87%

Max drawdown — 1 year-25.33%

Max drawdown — 3 years-25.33%

Sharpe ratio — 1 year (rf=6%)-1.63

Sharpe ratio — 3 years (rf=6%)0.04

Fund info

Fund house: Sundaram Mutual Fund
Category: Merger of Capex & Energy Opportunities
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 113373
First price on record: 22 Sep 2010 · 1,901 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.