MF Gyan
otherVery high risk11 years oldAccelerating recently (last 6m ≈ 24% p.a.)

SUNDARAM SELECT MICRO CAP SERIES X - 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 14 Dec 2015.

Latest price per unit
₹8.7671
▲ 0.01% today
As of 7 Dec 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹90.9k
▼ ₹9.1k loss · -9.1% / year
Invested 3 years ago
₹61.0k
▼ ₹39.0k loss · -15.2% / 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₹1.56 L
Gain / loss-₹23.6k
XIRR (annualised)-9.30%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.56 L
Projected gain*+-₹23.6k
*at this fund's historical rate of -9.30% 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
-9.08%median 11.70% (-20.78%)
Rank #196 of 261Beats 21% of peers
3-year return
-15.18%median 8.92% (-24.09%)
Rank #190 of 261Beats 1% of peers
Bumpiness (3Y)
20.79%median 18.29% (+2.50%)
Rank #212 of 261Less risky than 19% of peers
Worst-ever drop
-60.66%median -35.12% (-25.54%)
Rank #4 of 261Less risky than 99% 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.

+1%
2015
+9%
2016
+35%
2017
-29%
2018
-9%
2019
-11%
2020
Best year
2017 · 34.87%
Worst year
2018 · -29.22%

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
-60.66%

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 X - DIRECT PLAN - DIVIDEND PAYOUT against other other funds.

Technical details (for the pros)
CAGR — 1 year-9.08%
CAGR — 3 years-15.18%
CAGR — 5 years—
CAGR — since launch-2.63%
Volatility — 1 year (annualised)25.16%
Volatility — 3 years (annualised)20.79%
Max drawdown — 1 year-42.20%
Max drawdown — 3 years-60.66%
Sharpe ratio — 1 year (rf=6%)-0.59
Sharpe ratio — 3 years (rf=6%)-1.10

Fund info

Fund house
Sundaram Mutual Fund
Category
Growth
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
135771
First price on record
14 Dec 2015 · 1,228 daily prices

About SUNDARAM SELECT MICRO CAP SERIES X - DIRECT PLAN - DIVIDEND PAYOUT

SUNDARAM SELECT MICRO CAP SERIES X - DIRECT PLAN - DIVIDEND PAYOUT 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 X - DIRECT PLAN - DIVIDEND PAYOUT is ₹8.7671 (as of 7 Dec 2020). Historically, it has delivered -9.12% over the last year, -15.18% 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 20.8% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 60.7%. 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 X - DIRECT PLAN - DIVIDEND PAYOUT?+

The latest NAV of SUNDARAM SELECT MICRO CAP SERIES X - DIRECT PLAN - DIVIDEND PAYOUT is ₹8.7671 as of 7 Dec 2020, up 0.01% 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 X - DIRECT PLAN - DIVIDEND PAYOUT?+

SUNDARAM SELECT MICRO CAP SERIES X - DIRECT PLAN - DIVIDEND PAYOUT has delivered 1-year return -9.12%, 3-year CAGR -15.18%, since-inception CAGR -2.63%. Returns are historical and don't predict future performance — markets move in cycles.

What category does SUNDARAM SELECT MICRO CAP SERIES X - DIRECT PLAN - DIVIDEND PAYOUT belong to?+

SUNDARAM SELECT MICRO CAP SERIES X - DIRECT PLAN - DIVIDEND PAYOUT is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is SUNDARAM SELECT MICRO CAP SERIES X - DIRECT PLAN - DIVIDEND PAYOUT?+

Based on its 3-year annualised volatility of 20.8%, SUNDARAM SELECT MICRO CAP SERIES X - DIRECT PLAN - DIVIDEND PAYOUT 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 X - DIRECT PLAN - DIVIDEND PAYOUT a direct plan?+

SUNDARAM SELECT MICRO CAP SERIES X - DIRECT PLAN - DIVIDEND PAYOUT 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 X - DIRECT PLAN - DIVIDEND PAYOUT?+

SUNDARAM SELECT MICRO CAP SERIES X - DIRECT PLAN - DIVIDEND PAYOUT has NAV history available from 14 Dec 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.