otherVery high risk
Sundaram Select Micro Cap Series IX-Direct Plan Growth
A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 16 Nov 2015.
Latest price per unit
₹11.2819
▲ 0.01% today
As of 5 Nov 2020 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹86.9k
▼ ₹13.1k loss · -13.1% / year
Invested 3 years ago
₹68.6k
▼ ₹31.4k loss · -11.8% / 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
20.3%
The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-56.69%
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 year-13.09%
CAGR — 3 years-11.81%
CAGR — 5 years—
CAGR — since launch2.40%
Volatility — 1 year (annualised)24.97%
Volatility — 3 years (annualised)20.31%
Max drawdown — 1 year-42.16%
Max drawdown — 3 years-56.69%
Sharpe ratio — 1 year (rf=6%)-0.81
Sharpe ratio — 3 years (rf=6%)-0.92
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Growth
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 135567
- First price on record
- 16 Nov 2015 · 1,227 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.