Sundaram Fixed Term Plan DR Direct Plan Growth
A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 27 Aug 2013.
Vs 500 other funds in Income
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.
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.
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 DR Direct Plan Growth against other other funds.
Technical details (for the pros)
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Income
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 123748
- First price on record
- 27 Aug 2013 · 237 daily prices
About Sundaram Fixed Term Plan DR Direct Plan Growth
Sundaram Fixed Term Plan DR Direct Plan Growth is a Income offered by Sundaram Mutual Fund under the Direct plan with the Growth option. It has approximately 13 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 DR Direct Plan Growth is ₹11.0391 (as of 22 Aug 2014). 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 0.2%. 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 DR Direct Plan Growth?+
The latest NAV of Sundaram Fixed Term Plan DR Direct Plan Growth is ₹11.0391 as of 22 Aug 2014, up 0.06% from the previous day. NAV is updated once a business day after the market close.
What category does Sundaram Fixed Term Plan DR Direct Plan Growth belong to?+
Sundaram Fixed Term Plan DR Direct Plan Growth is categorised as Income. A specialised fund. Check the scheme details for what it invests in.
How risky is Sundaram Fixed Term Plan DR Direct Plan Growth?+
Based on its 3-year annualised volatility of 1.0%, Sundaram Fixed Term Plan DR Direct Plan 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 DR Direct Plan Growth a direct plan?+
Sundaram Fixed Term Plan DR Direct Plan 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 DR Direct Plan Growth?+
Sundaram Fixed Term Plan DR Direct Plan Growth has NAV history available from 27 Aug 2013 — approximately 13 years of track record and 237 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.