otherHigh risk

Sundaram Value Fund Series IX Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 15 Nov 2017.

Latest price per unit

₹17.353

▲ 0.01% today

As of 10 Nov 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.66 L

▲ ₹65.8k gain · 65.8% / year

Invested 3 years ago

₹1.81 L

▲ ₹80.6k gain · 21.8% / 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

18.8%

The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-25.74%

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 year65.78%

CAGR — 3 years21.79%

CAGR — 5 years—

CAGR — since launch14.98%

Volatility — 1 year (annualised)19.06%

Volatility — 3 years (annualised)18.80%

Max drawdown — 1 year-10.81%

Max drawdown — 3 years-22.23%

Sharpe ratio — 1 year (rf=6%)2.41

Sharpe ratio — 3 years (rf=6%)0.77

Fund info

Fund house: Sundaram Mutual Fund
Category: Growth
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 141915
First price on record: 15 Nov 2017 · 982 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.