otherVery high risk

Sundaram Growth Fund - Direct Plan - Dividend Option

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹10.8084

▲ 0.39% today

As of 16 Sep 2016 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.04 L

▲ ₹4.4k gain · 4.4% / year

Invested 3 years ago

₹92.2k

▼ ₹7.8k loss · -2.7% / 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

27.0%

The value swings roughly 27% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-49.83%

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 year4.44%

CAGR — 3 years-2.68%

CAGR — 5 years—

CAGR — since launch-5.39%

Volatility — 1 year (annualised)21.19%

Volatility — 3 years (annualised)26.97%

Max drawdown — 1 year-20.37%

Max drawdown — 3 years-49.83%

Sharpe ratio — 1 year (rf=6%)-0.07

Sharpe ratio — 3 years (rf=6%)-0.33

Fund info

Fund house: Sundaram Mutual Fund
Category: Income
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119593
First price on record: 2 Jan 2013 · 910 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.