MF Gyan
otherHigh risk13 years oldCooling recently (last 6m ≈ -36% p.a.)

Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 7 Jan 2014.

Latest price per unit
₹11.6165
▲ 0.01% today
As of 3 Jan 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹61.3k
▼ ₹38.7k loss · -38.7% / year
Invested 3 years ago
₹67.9k
▼ ₹32.1k loss · -12.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

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.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.38 L
Gain / loss-₹41.6k
XIRR (annualised)-17.21%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.39 L
Projected gain*+-₹40.6k
*at this fund's historical rate of -17.21% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 260 other funds in Growth

Same plan
1-year return
-38.73%median 11.70% (-50.44%)
Rank #246 of 261Beats 1% of peers
3-year return
-12.10%median 8.92% (-21.01%)
Rank #184 of 261Beats 4% of peers
Bumpiness (3Y)
19.59%median 18.29% (+1.30%)
Rank #169 of 261Less risky than 35% of peers
Worst-ever drop
-43.43%median -35.12% (-8.31%)
Rank #48 of 261Less risky than 82% 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. 4 of last 6 years were positive.

+62%
2014
+4%
2015
-12%
2016
+25%
2017
-38%
2018
+0%
2019
Best year
2014 · 61.97%
Worst year
2018 · -38.24%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
19.6%

The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-43.43%

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 Select Micro Cap Series I - Direct Plan - Dividend Option against other other funds.

Technical details (for the pros)
CAGR — 1 year-38.73%
CAGR — 3 years-12.10%
CAGR — 5 years—
CAGR — since launch3.03%
Volatility — 1 year (annualised)24.81%
Volatility — 3 years (annualised)19.59%
Max drawdown — 1 year-43.43%
Max drawdown — 3 years-43.43%
Sharpe ratio — 1 year (rf=6%)-2.27
Sharpe ratio — 3 years (rf=6%)-0.95

Fund info

Fund house
Sundaram Mutual Fund
Category
Growth
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
125777
First price on record
7 Jan 2014 · 1,225 daily prices

About Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option

Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option is a Growth offered by Sundaram Mutual Fund under the Direct plan with the Dividend 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 Select Micro Cap Series I - Direct Plan - Dividend Option is ₹11.6165 (as of 3 Jan 2019). Historically, it has delivered -38.71% over the last year, -12.10% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 19.6% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 43.4%. 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 Select Micro Cap Series I - Direct Plan - Dividend Option?+

The latest NAV of Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option is ₹11.6165 as of 3 Jan 2019, up 0.01% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option?+

Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option has delivered 1-year return -38.71%, 3-year CAGR -12.10%, since-inception CAGR 3.03%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option belong to?+

Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option?+

Based on its 3-year annualised volatility of 19.6%, Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option a direct plan?+

Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option?+

Sundaram Select Micro Cap Series I - Direct Plan - Dividend Option has NAV history available from 7 Jan 2014 — approximately 13 years of track record and 1,225 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.