indexVery high risk

Sundaram Smart Nifty 100 Equal Weight Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market. From Sundaram Mutual Fund. It's been running since 13 Jan 2017.

Latest price per unit

₹16.5703

▲ 1.27% today

As of 31 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.24 L

▲ ₹23.8k gain · 23.8% / year

Invested 3 years ago

₹1.46 L

▲ ₹45.8k gain · 13.4% / 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

20.9%

The value swings roughly 21% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-43.13%

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 year23.82%

CAGR — 3 years13.39%

CAGR — 5 years—

CAGR — since launch10.74%

Volatility — 1 year (annualised)17.21%

Volatility — 3 years (annualised)20.90%

Max drawdown — 1 year-10.47%

Max drawdown — 3 years-37.52%

Sharpe ratio — 1 year (rf=6%)0.92

Sharpe ratio — 3 years (rf=6%)0.33

Fund info

Fund house: Sundaram Mutual Fund
Category: Other Scheme - Index Funds
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 140448
First price on record: 13 Jan 2017 · 1,223 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.