otherModerate risk

Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Half Yearly Dividend Option

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 5 Jun 2013.

Latest price per unit

₹11.0504

▲ 0.80% today

As of 2 Mar 2015 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.02 L

▲ ₹2.4k gain · 2.4% / 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

7.9%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-9.76%

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 year2.42%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch4.03%

Volatility — 1 year (annualised)10.41%

Volatility — 3 years (annualised)7.91%

Max drawdown — 1 year-9.76%

Max drawdown — 3 years-9.76%

Sharpe ratio — 1 year (rf=6%)-0.33

Sharpe ratio — 3 years (rf=6%)-0.23

Fund info

Fund house: Sundaram Mutual Fund
Category: Income
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119652
First price on record: 5 Jun 2013 · 416 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.