multi capModerate risk

Sundaram Multi Asset Fund Direct Growth

Legally required to hold at least 25% each in large, mid and small cap. Diversified but with a fixed structure. From Sundaram Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹17.115

▲ 0.40% today

As of 28 Dec 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹5.9k gain · 5.9% / year

Invested 3 years ago

₹1.33 L

▲ ₹32.7k gain · 9.9% / year

Invested 5 years ago

₹1.51 L

▲ ₹50.9k gain · 8.6% / 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

8.0%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-13.86%

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 year5.87%

CAGR — 3 years9.88%

CAGR — 5 years8.58%

CAGR — since launch7.19%

Volatility — 1 year (annualised)8.26%

Volatility — 3 years (annualised)8.04%

Max drawdown — 1 year-8.28%

Max drawdown — 3 years-10.95%

Sharpe ratio — 1 year (rf=6%)-0.02

Sharpe ratio — 3 years (rf=6%)0.45

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Multi Cap Fund
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119572
First price on record: 2 Jan 2013 · 1,472 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.