otherHigh risk

Sundaram Value Fund Series Direct Plan Growth

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 11 Feb 2016.

Latest price per unit

₹21.2267

▲ 0.02% today

As of 5 Feb 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.18 L

▲ ₹17.5k gain · 17.5% / year

Invested 3 years ago

₹1.28 L

▲ ₹27.7k gain · 8.5% / 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

18.9%

The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-36.58%

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 year17.55%

CAGR — 3 years8.49%

CAGR — 5 years—

CAGR — since launch16.35%

Volatility — 1 year (annualised)27.05%

Volatility — 3 years (annualised)18.89%

Max drawdown — 1 year-36.09%

Max drawdown — 3 years-36.58%

Sharpe ratio — 1 year (rf=6%)0.38

Sharpe ratio — 3 years (rf=6%)0.12

Fund info

Fund house: Sundaram Mutual Fund
Category: Growth
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 136088
First price on record: 11 Feb 2016 · 1,229 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.