otherHigh risk
Sundaram Select Micro Cap Series V- 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 5 Sep 2014.
Latest price per unit
₹16.2853
▼ 0.18% today
As of 5 Mar 2018 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.10 L
▲ ₹10.1k gain · 10.1% / year
Invested 3 years ago
₹1.25 L
▲ ₹24.6k gain · 7.6% / 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
18.8%
The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-28.73%
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 year10.15%
CAGR — 3 years7.60%
CAGR — 5 years—
CAGR — since launch14.47%
Volatility — 1 year (annualised)15.12%
Volatility — 3 years (annualised)18.80%
Max drawdown — 1 year-12.40%
Max drawdown — 3 years-28.73%
Sharpe ratio — 1 year (rf=6%)0.23
Sharpe ratio — 3 years (rf=6%)0.08
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Income
- Plan
- Direct
- Option
- Dividend
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 131002
- First price on record
- 5 Sep 2014 · 857 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.