MF Gyan
otherVery high risk9 years oldAccelerating recently (last 6m ≈ 42% p.a.)

Sundaram Select Small Cap Series V Direct Plan - Growth

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.

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₹2.50 L
Gain / loss+₹69.8k
XIRR (annualised)22.83%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.60 L
Projected gain*+₹80.0k
*at this fund's historical rate of 22.83% 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
52.59%median 11.33% (+41.26%)
Rank #35 of 261Beats 86% of peers
3-year return
12.50%median 8.79% (+3.71%)
Rank #75 of 261Beats 61% of peers
Bumpiness (3Y)
21.53%median 18.29% (+3.24%)
Rank #232 of 261Less risky than 11% of peers
Worst-ever drop
-40.39%median -35.12% (-5.27%)
Rank #68 of 261Less risky than 74% 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. 4 of last 5 years were positive.

+9%
2017
-12%
2018
+14%
2019
+10%
2020
+16%
2021
Best year
2021 · 16.05%
Worst year
2018 · -12.36%

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.

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 Small Cap Series V Direct Plan - Growth against other other funds.

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
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
141499
First price on record
30 Jun 2017 · 981 daily prices

About Sundaram Select Small Cap Series V Direct Plan - Growth

Sundaram Select Small Cap Series V Direct Plan - Growth is a Growth offered by Sundaram Mutual Fund under the Direct plan with the Growth option. It has approximately 9 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 Small Cap Series V Direct Plan - Growth is ₹14.1554 (as of 23 Jun 2021). Historically, it has delivered 52.54% over the last year, 12.50% 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 21.5% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 40.4%. 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 Small Cap Series V Direct Plan - Growth?+

The latest NAV of Sundaram Select Small Cap Series V Direct Plan - Growth is ₹14.1554 as of 23 Jun 2021, up 0.01% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sundaram Select Small Cap Series V Direct Plan - Growth?+

Sundaram Select Small Cap Series V Direct Plan - Growth has delivered 1-year return 52.54%, 3-year CAGR 12.50%, since-inception CAGR 9.07%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Select Small Cap Series V Direct Plan - Growth belong to?+

Sundaram Select Small Cap Series V Direct Plan - Growth is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is Sundaram Select Small Cap Series V Direct Plan - Growth?+

Based on its 3-year annualised volatility of 21.5%, Sundaram Select Small Cap Series V Direct Plan - Growth 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 Small Cap Series V Direct Plan - Growth a direct plan?+

Sundaram Select Small Cap Series V Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Sundaram Select Small Cap Series V Direct Plan - Growth?+

Sundaram Select Small Cap Series V Direct Plan - Growth has NAV history available from 30 Jun 2017 — approximately 9 years of track record and 981 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.