Sundaram Regular Savings Fund - Direct Plan - Growth Option
A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 22 Jan 2013.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
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.
Year by year
Calendar-year returns. 5 of last 6 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.
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)
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- 54EB Growth
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 119644
- First price on record
- 22 Jan 2013 · 1,268 daily prices
About Sundaram Regular Savings Fund - Direct Plan - Growth Option
Sundaram Regular Savings Fund - Direct Plan - Growth Option is a 54EB Growth offered by Sundaram Mutual Fund under the Direct plan with the Growth 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 Regular Savings Fund - Direct Plan - Growth Option is ₹17.1730 (as of 4 May 2018). Historically, it has delivered 6.91% over the last year, 8.46% CAGR over 3 years, 7.39% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 1.0% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 9.0%. 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 Regular Savings Fund - Direct Plan - Growth Option?+
The latest NAV of Sundaram Regular Savings Fund - Direct Plan - Growth Option is ₹17.1730 as of 4 May 2018, down 0.01% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Sundaram Regular Savings Fund - Direct Plan - Growth Option?+
Sundaram Regular Savings Fund - Direct Plan - Growth Option has delivered 1-year return 6.91%, 3-year CAGR 8.46%, 5-year CAGR 7.39%, since-inception CAGR 7.30%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Sundaram Regular Savings Fund - Direct Plan - Growth Option belong to?+
Sundaram Regular Savings Fund - Direct Plan - Growth Option is categorised as 54EB Growth. A specialised fund. Check the scheme details for what it invests in.
How risky is Sundaram Regular Savings Fund - Direct Plan - Growth Option?+
Based on its 3-year annualised volatility of 1.0%, Sundaram Regular Savings Fund - Direct Plan - Growth Option sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Sundaram Regular Savings Fund - Direct Plan - Growth Option a direct plan?+
Sundaram Regular Savings Fund - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is Sundaram Regular Savings Fund - Direct Plan - Growth Option?+
Sundaram Regular Savings Fund - Direct Plan - Growth Option has NAV history available from 22 Jan 2013 — approximately 14 years of track record and 1,268 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.