MF Gyan
otherVery high risk9 years oldCooling recently (last 6m ≈ 9% p.a.)

Sundaram Select Micro Cap Series XVI Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 4 Sep 2017.

Latest price per unit
₹15.4943
▲ 0.03% today
As of 30 Aug 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.10 L
▲ ₹9.5k gain · 9.5% / year
Invested 3 years ago
₹2.22 L
▲ ₹1.22 L gain · 30.4% / 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₹2.99 L
Gain / loss+₹1.19 L
XIRR (annualised)35.97%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹3.26 L
Projected gain*+₹1.46 L
*at this fund's historical rate of 35.97% 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
9.52%median 11.70% (-2.18%)
Rank #130 of 261Beats 47% of peers
3-year return
30.44%median 8.79% (+21.65%)
Rank #14 of 261Beats 93% of peers
Bumpiness (3Y)
20.76%median 18.29% (+2.47%)
Rank #210 of 261Less risky than 20% of peers
Worst-ever drop
-60.33%median -35.12% (-25.21%)
Rank #5 of 261Less risky than 98% 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. 3 of last 6 years were positive.

+16%
2017
-28%
2018
-11%
2019
+23%
2020
+72%
2021
-4%
2022
Best year
2021 · 71.91%
Worst year
2018 · -27.61%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
20.8%

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

Worst drop ever
-60.33%

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 Micro Cap Series XVI Direct Plan - Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year9.52%
CAGR — 3 years30.44%
CAGR — 5 years—
CAGR — since launch9.15%
Volatility — 1 year (annualised)16.64%
Volatility — 3 years (annualised)20.76%
Max drawdown — 1 year-14.81%
Max drawdown — 3 years-41.11%
Sharpe ratio — 1 year (rf=6%)0.19
Sharpe ratio — 3 years (rf=6%)1.02

Fund info

Fund house
Sundaram Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
141740
First price on record
4 Sep 2017 · 1,231 daily prices

About Sundaram Select Micro Cap Series XVI Direct Plan - Growth

Sundaram Select Micro Cap Series XVI 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 Micro Cap Series XVI Direct Plan - Growth is ₹15.4943 (as of 30 Aug 2022). Historically, it has delivered 9.52% over the last year, 30.44% 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 20.8% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 60.3%. 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 Micro Cap Series XVI Direct Plan - Growth?+

The latest NAV of Sundaram Select Micro Cap Series XVI Direct Plan - Growth is ₹15.4943 as of 30 Aug 2022, up 0.03% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sundaram Select Micro Cap Series XVI Direct Plan - Growth?+

Sundaram Select Micro Cap Series XVI Direct Plan - Growth has delivered 1-year return 9.52%, 3-year CAGR 30.44%, since-inception CAGR 9.15%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Select Micro Cap Series XVI Direct Plan - Growth belong to?+

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

How risky is Sundaram Select Micro Cap Series XVI Direct Plan - Growth?+

Based on its 3-year annualised volatility of 20.8%, Sundaram Select Micro Cap Series XVI 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 Micro Cap Series XVI Direct Plan - Growth a direct plan?+

Sundaram Select Micro Cap Series XVI 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 Micro Cap Series XVI Direct Plan - Growth?+

Sundaram Select Micro Cap Series XVI Direct Plan - Growth has NAV history available from 4 Sep 2017 — approximately 9 years of track record and 1,231 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.