MF Gyan
otherHigh risk13 years oldCooling recently (last 6m ≈ -15% p.a.)

Sundaram Select Micro Cap Series IV - 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 19 Mar 2014.

Latest price per unit
₹9.9694
▲ 0.03% today
As of 11 Mar 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹68.2k
▼ ₹31.8k loss · -31.8% / year
Invested 3 years ago
₹80.5k
▼ ₹19.5k loss · -7.0% / 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-₹41.9k
XIRR (annualised)-17.11%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.40 L
Projected gain*+-₹40.5k
*at this fund's historical rate of -17.11% 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
-31.83%median 11.70% (-43.53%)
Rank #241 of 261Beats 3% of peers
3-year return
-6.98%median 8.92% (-15.89%)
Rank #168 of 261Beats 12% of peers
Bumpiness (3Y)
18.58%median 18.29% (+0.28%)
Rank #140 of 261Less risky than 47% of peers
Worst-ever drop
-43.41%median -35.12% (-8.29%)
Rank #49 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. 3 of last 6 years were positive.

+45%
2014
+3%
2015
-13%
2016
+22%
2017
-37%
2018
-2%
2019
Best year
2014 · 45.35%
Worst year
2018 · -37.06%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
18.6%

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

Worst drop ever
-43.41%

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 IV - Direct Plan - Dividend Option against other other funds.

Technical details (for the pros)
CAGR — 1 year-31.83%
CAGR — 3 years-6.98%
CAGR — 5 years—
CAGR — since launch-0.22%
Volatility — 1 year (annualised)24.07%
Volatility — 3 years (annualised)18.58%
Max drawdown — 1 year-35.57%
Max drawdown — 3 years-43.41%
Sharpe ratio — 1 year (rf=6%)-1.90
Sharpe ratio — 3 years (rf=6%)-0.72

Fund info

Fund house
Sundaram Mutual Fund
Category
Growth
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
127668
First price on record
19 Mar 2014 · 1,222 daily prices

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

Sundaram Select Micro Cap Series IV - 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 IV - Direct Plan - Dividend Option is ₹9.9694 (as of 11 Mar 2019). Historically, it has delivered -31.95% over the last year, -6.98% 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 18.6% 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 IV - Direct Plan - Dividend Option?+

The latest NAV of Sundaram Select Micro Cap Series IV - Direct Plan - Dividend Option is ₹9.9694 as of 11 Mar 2019, up 0.03% 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 IV - Direct Plan - Dividend Option?+

Sundaram Select Micro Cap Series IV - Direct Plan - Dividend Option has delivered 1-year return -31.95%, 3-year CAGR -6.98%, since-inception CAGR -0.22%. Returns are historical and don't predict future performance — markets move in cycles.

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

Sundaram Select Micro Cap Series IV - 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 IV - Direct Plan - Dividend Option?+

Based on its 3-year annualised volatility of 18.6%, Sundaram Select Micro Cap Series IV - 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 IV - Direct Plan - Dividend Option a direct plan?+

Sundaram Select Micro Cap Series IV - 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 IV - Direct Plan - Dividend Option?+

Sundaram Select Micro Cap Series IV - Direct Plan - Dividend Option has NAV history available from 19 Mar 2014 — approximately 13 years of track record and 1,222 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.