multi capModerate risk

Sundaram Multi Asset Fund Direct Dividend

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

₹12.5634

▲ 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

₹1.02 L

▲ ₹1.7k gain · 1.7% / year

Invested 3 years ago

₹1.06 L

▲ ₹5.9k gain · 1.9% / year

Invested 5 years ago

₹1.11 L

▲ ₹10.9k gain · 2.1% / 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

9.7%

The value swings roughly 10% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-17.86%

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 year1.66%

CAGR — 3 years1.93%

CAGR — 5 years2.09%

CAGR — since launch1.79%

Volatility — 1 year (annualised)8.76%

Volatility — 3 years (annualised)9.69%

Max drawdown — 1 year-8.30%

Max drawdown — 3 years-17.86%

Sharpe ratio — 1 year (rf=6%)-0.49

Sharpe ratio — 3 years (rf=6%)-0.42

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Multi Cap Fund
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119573
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.