MF Gyan
otherVery high risk11 years oldAccelerating recently (last 6m ≈ 41% p.a.)

Sundaram Select Micro Cap Series VIII Direct Plan Dividend

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 27 Oct 2015.

Latest price per unit
₹9.0376
▲ 0.00% today
As of 21 Oct 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹89.2k
▼ ₹10.8k loss · -10.8% / year
Invested 3 years ago
₹67.3k
▼ ₹32.7k loss · -12.3% / 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₹1.53 L
Gain / loss-₹26.8k
XIRR (annualised)-10.38%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.54 L
Projected gain*+-₹26.1k
*at this fund's historical rate of -10.38% 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 260 other funds in Growth

Same plan
1-year return
-10.81%median 11.70% (-22.52%)
Rank #200 of 261Beats 19% of peers
3-year return
-12.34%median 8.92% (-21.26%)
Rank #185 of 261Beats 3% of peers
Bumpiness (3Y)
20.62%median 18.29% (+2.33%)
Rank #209 of 261Less risky than 20% of peers
Worst-ever drop
-59.69%median -35.12% (-24.58%)
Rank #14 of 261Less risky than 95% 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. 3 of last 6 years were positive.

+3%
2015
+8%
2016
+35%
2017
-29%
2018
-7%
2019
-12%
2020
Best year
2017 · 35.35%
Worst year
2018 · -28.98%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
20.6%

The value swings roughly 21% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-59.69%

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 VIII Direct Plan Dividend against other other funds.

Technical details (for the pros)
CAGR — 1 year-10.81%
CAGR — 3 years-12.34%
CAGR — 5 years—
CAGR — since launch-2.04%
Volatility — 1 year (annualised)24.88%
Volatility — 3 years (annualised)20.62%
Max drawdown — 1 year-42.01%
Max drawdown — 3 years-59.69%
Sharpe ratio — 1 year (rf=6%)-0.73
Sharpe ratio — 3 years (rf=6%)-0.95

Fund info

Fund house
Sundaram Mutual Fund
Category
Growth
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
135489
First price on record
27 Oct 2015 · 1,228 daily prices

About Sundaram Select Micro Cap Series VIII Direct Plan Dividend

Sundaram Select Micro Cap Series VIII Direct Plan Dividend is a Growth offered by Sundaram Mutual Fund under the Direct plan with the Dividend option. It has approximately 11 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 VIII Direct Plan Dividend is ₹9.0376 (as of 21 Oct 2020). Historically, it has delivered -10.92% over the last year, -12.34% 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 20.6% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 59.7%. 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 VIII Direct Plan Dividend?+

The latest NAV of Sundaram Select Micro Cap Series VIII Direct Plan Dividend is ₹9.0376 as of 21 Oct 2020, up 0.00% 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 VIII Direct Plan Dividend?+

Sundaram Select Micro Cap Series VIII Direct Plan Dividend has delivered 1-year return -10.92%, 3-year CAGR -12.34%, since-inception CAGR -2.04%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Select Micro Cap Series VIII Direct Plan Dividend belong to?+

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

How risky is Sundaram Select Micro Cap Series VIII Direct Plan Dividend?+

Based on its 3-year annualised volatility of 20.6%, Sundaram Select Micro Cap Series VIII Direct Plan Dividend sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sundaram Select Micro Cap Series VIII Direct Plan Dividend a direct plan?+

Sundaram Select Micro Cap Series VIII Direct Plan Dividend is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Sundaram Select Micro Cap Series VIII Direct Plan Dividend?+

Sundaram Select Micro Cap Series VIII Direct Plan Dividend has NAV history available from 27 Oct 2015 — approximately 11 years of track record and 1,228 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.