MF Gyan
otherHigh risk

Sundaram Select Micro Cap Series III - 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 21 Feb 2014.

Latest price per unit
₹11.271
0.05% today
As of 18 Feb 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹66.8k
₹33.2k loss · -33.2% / year
Invested 3 years ago
₹87.1k
₹12.9k loss · -4.5% / 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
18.9%

The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-44.09%

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 year-33.16%
CAGR — 3 years-4.49%
CAGR — 5 years
CAGR — since launch2.35%
Volatility — 1 year (annualised)24.76%
Volatility — 3 years (annualised)18.90%
Max drawdown — 1 year-37.93%
Max drawdown — 3 years-44.09%
Sharpe ratio — 1 year (rf=6%)-1.90
Sharpe ratio — 3 years (rf=6%)-0.57

Fund info

Fund house
Sundaram Mutual Fund
Category
Growth
Plan
Direct
Option
Dividend
ISIN (Growth)
ISIN (Div re-invest)
Fund code
126847
First price on record
21 Feb 2014 · 1,224 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.