otherHigh risk

Sundaram World Brand Fund Series II Direct Plan Dividend Payout

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 15 Dec 2014.

Latest price per unit

₹16.4358

▲ 0.08% today

As of 14 Nov 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.14 L

▲ ₹14.1k gain · 14.1% / year

Invested 3 years ago

₹1.46 L

▲ ₹46.4k gain · 13.5% / 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

12.8%

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

Worst drop ever

-21.16%

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 year14.08%

CAGR — 3 years13.54%

CAGR — 5 years—

CAGR — since launch10.60%

Volatility — 1 year (annualised)15.37%

Volatility — 3 years (annualised)12.77%

Max drawdown — 1 year-13.94%

Max drawdown — 3 years-21.16%

Sharpe ratio — 1 year (rf=6%)0.50

Sharpe ratio — 3 years (rf=6%)0.52

Fund info

Fund house: Sundaram Mutual Fund
Category: Growth
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 133121
First price on record: 15 Dec 2014 · 1,207 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.