otherLow risk

Sundaram Hybrid Fund Series M Direct Plan Growth

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 9 Jun 2015.

Latest price per unit

₹12.4764

▲ 0.06% today

As of 24 Dec 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.05 L

▲ ₹5.0k gain · 5.0% / year

Invested 3 years ago

₹1.22 L

▲ ₹22.3k gain · 6.9% / 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

2.4%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-2.34%

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 year5.00%

CAGR — 3 years6.94%

CAGR — 5 years—

CAGR — since launch6.45%

Volatility — 1 year (annualised)2.32%

Volatility — 3 years (annualised)2.38%

Max drawdown — 1 year-2.16%

Max drawdown — 3 years-2.16%

Sharpe ratio — 1 year (rf=6%)-0.38

Sharpe ratio — 3 years (rf=6%)0.42

Fund info

Fund house: Sundaram Mutual Fund
Category: IDF
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 134673
First price on record: 9 Jun 2015 · 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.