MF Gyan
otherVery high risk10 years oldAccelerating recently (last 6m ≈ 77% p.a.)

SUNDARAM SELECT MICRO CAP SERIES XI - DIRECT PLAN - DIVIDEND

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 30 Dec 2016.

Latest price per unit
₹10.5774
▲ 0.02% today
As of 28 Dec 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.15 L
▲ ₹15.0k gain · 15.0% / year
Invested 3 years ago
₹75.9k
▼ ₹24.1k loss · -8.8% / 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₹1.96 L
Gain / loss+₹15.7k
XIRR (annualised)5.54%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.96 L
Projected gain*+₹16.2k
*at this fund's historical rate of 5.54% 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
15.00%median 11.33% (+3.67%)
Rank #103 of 261Beats 58% of peers
3-year return
-8.76%median 8.92% (-17.68%)
Rank #177 of 261Beats 7% of peers
Bumpiness (3Y)
20.25%median 18.29% (+1.96%)
Rank #189 of 261Less risky than 28% of peers
Worst-ever drop
-59.38%median -35.12% (-24.26%)
Rank #17 of 261Less risky than 94% 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 5 years were positive.

+0%
2016
+39%
2017
-27%
2018
-9%
2019
+14%
2020
Best year
2017 · 39.03%
Worst year
2018 · -27.03%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
20.2%

The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-59.38%

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 XI - DIRECT PLAN - DIVIDEND against other other funds.

Technical details (for the pros)
CAGR — 1 year15.00%
CAGR — 3 years-8.76%
CAGR — 5 years—
CAGR — since launch1.38%
Volatility — 1 year (annualised)26.13%
Volatility — 3 years (annualised)20.25%
Max drawdown — 1 year-41.52%
Max drawdown — 3 years-59.38%
Sharpe ratio — 1 year (rf=6%)0.29
Sharpe ratio — 3 years (rf=6%)-0.76

Fund info

Fund house
Sundaram Mutual Fund
Category
Growth
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
140392
First price on record
30 Dec 2016 · 984 daily prices

About SUNDARAM SELECT MICRO CAP SERIES XI - DIRECT PLAN - DIVIDEND

SUNDARAM SELECT MICRO CAP SERIES XI - DIRECT PLAN - DIVIDEND is a Growth offered by Sundaram Mutual Fund under the Direct plan with the Dividend option. It has approximately 10 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 XI - DIRECT PLAN - DIVIDEND is ₹10.5774 (as of 28 Dec 2020). Historically, it has delivered 15.07% over the last year, -8.76% 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 20.2% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 59.4%. 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 XI - DIRECT PLAN - DIVIDEND?+

The latest NAV of SUNDARAM SELECT MICRO CAP SERIES XI - DIRECT PLAN - DIVIDEND is ₹10.5774 as of 28 Dec 2020, up 0.02% 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 XI - DIRECT PLAN - DIVIDEND?+

SUNDARAM SELECT MICRO CAP SERIES XI - DIRECT PLAN - DIVIDEND has delivered 1-year return 15.07%, 3-year CAGR -8.76%, since-inception CAGR 1.38%. Returns are historical and don't predict future performance — markets move in cycles.

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

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

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

Based on its 3-year annualised volatility of 20.2%, SUNDARAM SELECT MICRO CAP SERIES XI - DIRECT PLAN - DIVIDEND 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 XI - DIRECT PLAN - DIVIDEND a direct plan?+

SUNDARAM SELECT MICRO CAP SERIES XI - DIRECT PLAN - DIVIDEND 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 XI - DIRECT PLAN - DIVIDEND?+

SUNDARAM SELECT MICRO CAP SERIES XI - DIRECT PLAN - DIVIDEND has NAV history available from 30 Dec 2016 — approximately 10 years of track record and 984 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.