MF Gyan
otherVery high risk

Sundaram Select Small Cap Series V 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 30 Jun 2017.

Latest price per unit
₹14.1554
0.01% today
As of 23 Jun 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.53 L
₹52.6k gain · 52.6% / year
Invested 3 years ago
₹1.42 L
₹42.4k gain · 12.5% / 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
21.5%

The value swings roughly 22% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-40.39%

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 year52.59%
CAGR — 3 years12.50%
CAGR — 5 years
CAGR — since launch9.07%
Volatility — 1 year (annualised)15.83%
Volatility — 3 years (annualised)21.53%
Max drawdown — 1 year-7.17%
Max drawdown — 3 years-40.39%
Sharpe ratio — 1 year (rf=6%)2.31
Sharpe ratio — 3 years (rf=6%)0.29

Fund info

Fund house
Sundaram Mutual Fund
Category
Growth
Plan
Direct
Option
IDCW
ISIN (Growth)
ISIN (Div re-invest)
Fund code
141498
First price on record
30 Jun 2017 · 981 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.