MF Gyan
otherHigh risk12 years oldCooling recently (last 6m ≈ -25% p.a.)

Sundaram Select Micro Cap Series VII - 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 5 Nov 2014.

Latest price per unit
₹17.1847
▲ 0.04% today
As of 31 Aug 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹97.2k
▼ ₹2.8k loss · -2.8% / year
Invested 3 years ago
₹1.44 L
▲ ₹43.8k gain · 12.9% / 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₹2.04 L
Gain / loss+₹24.3k
XIRR (annualised)8.42%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.05 L
Projected gain*+₹25.4k
*at this fund's historical rate of 8.42% 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 500 other funds in Income

Same plan
1-year return
-2.80%median 4.49% (-7.29%)
Rank #380 of 501Beats 12% of peers
3-year return
12.88%median 6.00% (+6.88%)
Rank #27 of 501Beats 88% of peers
Bumpiness (3Y)
16.06%median 5.00% (+11.06%)
Rank #410 of 501Less risky than 17% of peers
Worst-ever drop
-25.82%median -6.85% (-18.97%)
Rank #53 of 501Less risky than 90% 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 5 years were positive.

+9%
2014
+16%
2015
+4%
2016
+58%
2017
-20%
2018
Best year
2017 · 57.94%
Worst year
2018 · -20.24%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
16.1%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-25.82%

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 VII - Direct Plan Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year-2.80%
CAGR — 3 years12.88%
CAGR — 5 years—
CAGR — since launch14.75%
Volatility — 1 year (annualised)14.45%
Volatility — 3 years (annualised)16.06%
Max drawdown — 1 year-25.82%
Max drawdown — 3 years-25.82%
Sharpe ratio — 1 year (rf=6%)-0.61
Sharpe ratio — 3 years (rf=6%)0.40

Fund info

Fund house
Sundaram Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
131555
First price on record
5 Nov 2014 · 945 daily prices

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

Sundaram Select Micro Cap Series VII - Direct Plan Growth Option is a Income offered by Sundaram Mutual Fund under the Direct plan with the Growth option. It has approximately 12 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 VII - Direct Plan Growth Option is ₹17.1847 (as of 31 Aug 2018). Historically, it has delivered -2.80% over the last year, 12.88% 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 16.1% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 25.8%. 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 VII - Direct Plan Growth Option?+

The latest NAV of Sundaram Select Micro Cap Series VII - Direct Plan Growth Option is ₹17.1847 as of 31 Aug 2018, up 0.04% 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 VII - Direct Plan Growth Option?+

Sundaram Select Micro Cap Series VII - Direct Plan Growth Option has delivered 1-year return -2.80%, 3-year CAGR 12.88%, since-inception CAGR 14.75%. Returns are historical and don't predict future performance — markets move in cycles.

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

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

How risky is Sundaram Select Micro Cap Series VII - Direct Plan Growth Option?+

Based on its 3-year annualised volatility of 16.1%, Sundaram Select Micro Cap Series VII - 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 VII - Direct Plan Growth Option a direct plan?+

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

Sundaram Select Micro Cap Series VII - Direct Plan Growth Option has NAV history available from 5 Nov 2014 — approximately 12 years of track record and 945 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.