MF Gyan
otherHigh risk14 years oldSteady vs its 3-year pace

Sundaram Entertainment Opportunities 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 8 Jan 2013.

Latest price per unit
₹15.6453
▲ 0.14% today
As of 22 Jul 2016 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.05 L
▲ ₹4.8k gain · 4.8% / year
Invested 3 years ago
₹1.57 L
▲ ₹57.3k gain · 16.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.20 L
Gain / loss+₹40.2k
XIRR (annualised)13.76%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.24 L
Projected gain*+₹43.8k
*at this fund's historical rate of 13.76% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
4.79%median 4.48% (+0.31%)
Rank #210 of 501Beats 52% of peers
3-year return
16.29%median 6.00% (+10.29%)
Rank #17 of 501Beats 92% of peers
Bumpiness (3Y)
18.27%median 4.87% (+13.40%)
Rank #455 of 501Less risky than 8% of peers
Worst-ever drop
-22.28%median -6.75% (-15.53%)
Rank #73 of 501Less risky than 86% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 2 of last 4 years were positive.

-1%
2013
+18%
2014
+15%
2015
-2%
2016
Best year
2014 · 18.44%
Worst year
2016 · -1.71%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
18.3%

The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-22.28%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option against other other funds.

Technical details (for the pros)
CAGR — 1 year4.79%
CAGR — 3 years16.29%
CAGR — 5 years—
CAGR — since launch8.67%
Volatility — 1 year (annualised)17.93%
Volatility — 3 years (annualised)18.27%
Max drawdown — 1 year-16.19%
Max drawdown — 3 years-16.84%
Sharpe ratio — 1 year (rf=6%)-0.07
Sharpe ratio — 3 years (rf=6%)0.52

Fund info

Fund house
Sundaram Mutual Fund
Category
Income
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
119600
First price on record
8 Jan 2013 · 869 daily prices

About Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option

Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option is a Income offered by Sundaram Mutual Fund under the Direct plan with the Dividend option. It has approximately 14 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option is ₹15.6453 (as of 22 Jul 2016). Historically, it has delivered 4.80% over the last year, 16.29% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 18.3% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 22.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option?+

The latest NAV of Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option is ₹15.6453 as of 22 Jul 2016, up 0.14% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option?+

Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option has delivered 1-year return 4.80%, 3-year CAGR 16.29%, since-inception CAGR 8.67%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option belong to?+

Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option?+

Based on its 3-year annualised volatility of 18.3%, Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option a direct plan?+

Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option?+

Sundaram Entertainment Opportunities Fund - Direct Plan - Dividend Option has NAV history available from 8 Jan 2013 — approximately 14 years of track record and 869 daily NAV observations.

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.