MF Gyan
otherLow risk11 years oldSteady vs its 3-year pace

Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 7 Apr 2016.

Latest price per unit
₹14.2628
▲ 0.01% today
As of 6 Apr 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.13 L
▲ ₹13.1k gain · 13.1% / year
Invested 3 years ago
₹1.22 L
▲ ₹21.7k gain · 6.8% / 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₹1.99 L
Gain / loss+₹19.2k
XIRR (annualised)7.00%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.01 L
Projected gain*+₹20.8k
*at this fund's historical rate of 7.00% 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 500 other funds in IDF

Same plan
1-year return
13.11%median 3.33% (+9.78%)
Rank #4 of 501Beats 99% of peers
3-year return
6.78%median 4.93% (+1.84%)
Rank #134 of 501Beats 53% of peers
Bumpiness (3Y)
4.45%median 3.16% (+1.29%)
Rank #257 of 501Less risky than 42% of peers
Worst-ever drop
-8.62%median -2.36% (-6.26%)
Rank #123 of 501Less risky than 73% 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. 6 of last 6 years were positive.

+6%
2016
+9%
2017
+5%
2018
+10%
2019
+5%
2020
+1%
2021
Best year
2019 · 10.23%
Worst year
2021 · 0.89%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
4.4%

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

Worst drop ever
-8.62%

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 CPOF 5 YRS SR 8 Direct Plan - Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year13.11%
CAGR — 3 years6.78%
CAGR — 5 years—
CAGR — since launch7.34%
Volatility — 1 year (annualised)3.33%
Volatility — 3 years (annualised)4.45%
Max drawdown — 1 year-1.62%
Max drawdown — 3 years-8.62%
Sharpe ratio — 1 year (rf=6%)1.64
Sharpe ratio — 3 years (rf=6%)0.19

Fund info

Fund house
Sundaram Mutual Fund
Category
IDF
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
139096
First price on record
7 Apr 2016 · 1,209 daily prices

About Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth

Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth is a IDF offered by Sundaram Mutual Fund under the Direct plan with the Growth 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 CPOF 5 YRS SR 8 Direct Plan - Growth is ₹14.2628 (as of 6 Apr 2021). Historically, it has delivered 13.22% over the last year, 6.78% 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 4.4% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 8.6%. 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 CPOF 5 YRS SR 8 Direct Plan - Growth?+

The latest NAV of Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth is ₹14.2628 as of 6 Apr 2021, up 0.01% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth?+

Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth has delivered 1-year return 13.22%, 3-year CAGR 6.78%, since-inception CAGR 7.34%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth belong to?+

Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth is categorised as IDF. A specialised fund. Check the scheme details for what it invests in.

How risky is Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth?+

Based on its 3-year annualised volatility of 4.4%, Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth a direct plan?+

Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth?+

Sundaram CPOF 5 YRS SR 8 Direct Plan - Growth has NAV history available from 7 Apr 2016 — approximately 11 years of track record and 1,209 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.