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

Sundaram Select Micro Cap Series IV - Direct Plan - Growth 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
₹29.5372
▲ 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
₹90.6k
▼ ₹9.4k loss · -9.4% / year
Invested 3 years ago
₹1.41 L
▲ ₹41.4k gain · 12.2% / 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₹1.86 L
Gain / loss+₹6.4k
XIRR (annualised)2.37%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.87 L
Projected gain*+₹6.7k
*at this fund's historical rate of 2.37% 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
-9.43%median 11.70% (-21.13%)
Rank #197 of 261Beats 21% of peers
3-year return
12.23%median 8.79% (+3.44%)
Rank #79 of 261Beats 59% of peers
Bumpiness (3Y)
12.84%median 18.29% (-5.45%)
Rank #36 of 261Less risky than 87% of peers
Worst-ever drop
-26.85%median -35.16% (+8.31%)
Rank #189 of 261Less risky than 28% 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.

+108%
2014
+17%
2015
-4%
2016
+50%
2017
-16%
2018
-2%
2019
Best year
2014 · 107.87%
Worst year
2018 · -16.27%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
12.8%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-26.85%

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 - Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year-9.43%
CAGR — 3 years12.23%
CAGR — 5 years—
CAGR — since launch24.11%
Volatility — 1 year (annualised)11.77%
Volatility — 3 years (annualised)12.84%
Max drawdown — 1 year-18.52%
Max drawdown — 3 years-24.71%
Sharpe ratio — 1 year (rf=6%)-1.40
Sharpe ratio — 3 years (rf=6%)0.45

Fund info

Fund house
Sundaram Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
127669
First price on record
19 Mar 2014 · 1,222 daily prices

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

Sundaram Select Micro Cap Series IV - Direct Plan - Growth Option is a Growth 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 Select Micro Cap Series IV - Direct Plan - Growth Option is ₹29.5372 (as of 11 Mar 2019). Historically, it has delivered -9.47% over the last year, 12.23% 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 12.8% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 26.8%. 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 - Growth Option?+

The latest NAV of Sundaram Select Micro Cap Series IV - Direct Plan - Growth Option is ₹29.5372 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 - Growth Option?+

Sundaram Select Micro Cap Series IV - Direct Plan - Growth Option has delivered 1-year return -9.47%, 3-year CAGR 12.23%, since-inception CAGR 24.11%. Returns are historical and don't predict future performance — markets move in cycles.

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

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

Based on its 3-year annualised volatility of 12.8%, Sundaram Select Micro Cap Series IV - Direct Plan - Growth 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 - Growth Option a direct plan?+

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

Sundaram Select Micro Cap Series IV - Direct Plan - Growth 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.