otherVery high risk

Sundaram Select Micro Cap Series IX - 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 16 Nov 2015.

Latest price per unit

₹8.9665

▲ 0.01% today

As of 5 Nov 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹86.9k

▼ ₹13.1k loss · -13.1% / year

Invested 3 years ago

₹63.6k

▼ ₹36.4k loss · -14.0% / 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

20.8%

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

Worst drop ever

-59.87%

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-14.02%

CAGR — 5 years—

CAGR — since launch-2.22%

Volatility — 1 year (annualised)24.97%

Volatility — 3 years (annualised)20.83%

Max drawdown — 1 year-42.16%

Max drawdown — 3 years-59.87%

Sharpe ratio — 1 year (rf=6%)-0.81

Sharpe ratio — 3 years (rf=6%)-1.03

Fund info

Fund house: Sundaram Mutual Fund
Category: Growth
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 135568
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.