otherVery high risk

Sundaram Value Fund Series VIII Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 23 May 2017.

Latest price per unit

₹13.5912

▲ 0.01% today

As of 19 May 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.64 L

▲ ₹64.2k gain · 64.2% / year

Invested 3 years ago

₹1.26 L

▲ ₹26.0k gain · 8.0% / 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

21.0%

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

Worst drop ever

-38.64%

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 year64.22%

CAGR — 3 years8.01%

CAGR — 5 years—

CAGR — since launch8.29%

Volatility — 1 year (annualised)19.85%

Volatility — 3 years (annualised)20.99%

Max drawdown — 1 year-12.81%

Max drawdown — 3 years-38.64%

Sharpe ratio — 1 year (rf=6%)2.23

Sharpe ratio — 3 years (rf=6%)0.11

Fund info

Fund house: Sundaram Mutual Fund
Category: Growth
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 141342
First price on record: 23 May 2017 · 983 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.