MF Gyan
otherHigh risk12 years old

Sundaram Top 100 Series V Direct Plan Growth

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 1 Apr 2015.

Latest price per unit
₹12.8351
▲ 0.03% today
As of 26 Mar 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.12 L
▲ ₹12.0k gain · 12.0% / 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₹60.0k
Value today₹60.6k
Gain / loss+₹630
XIRR (annualised)2.02%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹60.7k
Projected gain*+₹660
*at this fund's historical rate of 2.02% 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
11.95%median 4.49% (+7.47%)
Rank #63 of 501Beats 86% of peers
Bumpiness (3Y)
14.76%median 5.00% (+9.77%)
Rank #386 of 501Less risky than 22% of peers
Worst-ever drop
-23.28%median -6.85% (-16.43%)
Rank #67 of 501Less risky than 87% 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. 2 of last 4 years were positive.

-3%
2015
+3%
2016
+32%
2017
-3%
2018
Best year
2017 · 31.71%
Worst year
2015 · -3.02%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
14.8%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-23.28%

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 Top 100 Series V Direct Plan Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year11.95%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch8.79%
Volatility — 1 year (annualised)10.27%
Volatility — 3 years (annualised)14.76%
Max drawdown — 1 year-7.62%
Max drawdown — 3 years-23.28%
Sharpe ratio — 1 year (rf=6%)0.61
Sharpe ratio — 3 years (rf=6%)0.18

Fund info

Fund house
Sundaram Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
133590
First price on record
1 Apr 2015 · 736 daily prices

About Sundaram Top 100 Series V Direct Plan Growth

Sundaram Top 100 Series V Direct Plan Growth 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 Top 100 Series V Direct Plan Growth is ₹12.8351 (as of 26 Mar 2018). Historically, it has delivered 12.01% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 14.8% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 23.3%. 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 Top 100 Series V Direct Plan Growth?+

The latest NAV of Sundaram Top 100 Series V Direct Plan Growth is ₹12.8351 as of 26 Mar 2018, up 0.03% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sundaram Top 100 Series V Direct Plan Growth?+

Sundaram Top 100 Series V Direct Plan Growth has delivered 1-year return 12.01%, since-inception CAGR 8.79%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Top 100 Series V Direct Plan Growth belong to?+

Sundaram Top 100 Series V Direct Plan Growth is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Sundaram Top 100 Series V Direct Plan Growth?+

Based on its 3-year annualised volatility of 14.8%, Sundaram Top 100 Series V Direct Plan Growth sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sundaram Top 100 Series V Direct Plan Growth a direct plan?+

Sundaram Top 100 Series V Direct Plan Growth 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 Top 100 Series V Direct Plan Growth?+

Sundaram Top 100 Series V Direct Plan Growth has NAV history available from 1 Apr 2015 — approximately 12 years of track record and 736 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.