otherVery high risk

Sundaram Value Fund Series VII Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 10 Mar 2017.

Latest price per unit

₹14.3136

▲ 0.01% today

As of 7 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.53 L

▲ ₹53.4k gain · 53.4% / year

Invested 3 years ago

₹1.71 L

▲ ₹71.1k gain · 19.6% / 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

22.9%

The value swings roughly 23% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-58.03%

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 year53.40%

CAGR — 3 years19.60%

CAGR — 5 years—

CAGR — since launch7.83%

Volatility — 1 year (annualised)20.50%

Volatility — 3 years (annualised)22.91%

Max drawdown — 1 year-8.47%

Max drawdown — 3 years-45.80%

Sharpe ratio — 1 year (rf=6%)1.84

Sharpe ratio — 3 years (rf=6%)0.54

Fund info

Fund house: Sundaram Mutual Fund
Category: Growth
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 140653
First price on record: 10 Mar 2017 · 1,168 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.