otherModerate risk

Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Quarterly Dividend Option

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 4 Jul 2013.

Latest price per unit

₹11.2512

▼ 0.14% today

As of 9 Sep 2016 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.02 L

▲ ₹2.2k gain · 2.2% / year

Invested 3 years ago

₹1.08 L

▲ ₹8.3k gain · 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

6.6%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-9.78%

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 year2.18%

CAGR — 3 years2.70%

CAGR — 5 years—

CAGR — since launch2.56%

Volatility — 1 year (annualised)3.53%

Volatility — 3 years (annualised)6.58%

Max drawdown — 1 year-3.13%

Max drawdown — 3 years-9.78%

Sharpe ratio — 1 year (rf=6%)-1.05

Sharpe ratio — 3 years (rf=6%)-0.49

Fund info

Fund house: Sundaram Mutual Fund
Category: Income
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119651
First price on record: 4 Jul 2013 · 756 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.