MF Gyan
otherLow risk14 years old

Sundaram Fixed Term Plan DE - Direct - Growth

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 26 Feb 2013.

Latest price per unit
₹10.9436
▲ 0.07% today
As of 24 Feb 2014 · updated once each business day
Not enough price history yet to tell the money story.
How it compares to peers

Vs 500 other funds in Income

Same plan
Bumpiness (3Y)
1.47%median 5.00% (-3.53%)
Rank #119 of 501Less risky than 76% of peers
Worst-ever drop
-1.20%median -6.85% (+5.65%)
Rank #378 of 501Less risky than 24% 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 2 years were positive.

+8%
2013
+1%
2014
Best year
2013 · 7.98%
Worst year
2014 · 1.26%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
1.5%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-1.20%

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 Fixed Term Plan DE - Direct - Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year—
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch9.44%
Volatility — 1 year (annualised)1.47%
Volatility — 3 years (annualised)1.47%
Max drawdown — 1 year-1.20%
Max drawdown — 3 years-1.20%
Sharpe ratio — 1 year (rf=6%)2.29
Sharpe ratio — 3 years (rf=6%)2.29

Fund info

Fund house
Sundaram Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
121189
First price on record
26 Feb 2013 · 242 daily prices

About Sundaram Fixed Term Plan DE - Direct - Growth

Sundaram Fixed Term Plan DE - Direct - Growth is a Income 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 Fixed Term Plan DE - Direct - Growth is ₹10.9436 (as of 24 Feb 2014). Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 1.5% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 1.2%. 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 Fixed Term Plan DE - Direct - Growth?+

The latest NAV of Sundaram Fixed Term Plan DE - Direct - Growth is ₹10.9436 as of 24 Feb 2014, up 0.07% from the previous day. NAV is updated once a business day after the market close.

What category does Sundaram Fixed Term Plan DE - Direct - Growth belong to?+

Sundaram Fixed Term Plan DE - Direct - Growth is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Sundaram Fixed Term Plan DE - Direct - Growth?+

Based on its 3-year annualised volatility of 1.5%, Sundaram Fixed Term Plan DE - Direct - Growth sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sundaram Fixed Term Plan DE - Direct - Growth a direct plan?+

Sundaram Fixed Term Plan DE - Direct - Growth 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 Fixed Term Plan DE - Direct - Growth?+

Sundaram Fixed Term Plan DE - Direct - Growth has NAV history available from 26 Feb 2013 — approximately 14 years of track record and 242 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.