otherLow risk

SUNDARAM HYBRID SERIES P DIRECT PLAN YEARLY DIVIDEND

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 5 Apr 2016.

Latest price per unit

₹11.5216

▲ 0.04% today

As of 22 Oct 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.05 L

▲ ₹4.9k gain · 4.9% / year

Invested 3 years ago

₹1.11 L

▲ ₹10.7k gain · 3.5% / 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

3.9%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-4.48%

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 year4.95%

CAGR — 3 years3.45%

CAGR — 5 years—

CAGR — since launch3.93%

Volatility — 1 year (annualised)4.08%

Volatility — 3 years (annualised)3.87%

Max drawdown — 1 year-3.59%

Max drawdown — 3 years-4.48%

Sharpe ratio — 1 year (rf=6%)-0.23

Sharpe ratio — 3 years (rf=6%)-0.64

Fund info

Fund house: Sundaram Mutual Fund
Category: IDF
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 136543
First price on record: 5 Apr 2016 · 857 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.