otherVery high risk

Sundaram Value Fund Series X 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 27 Nov 2017.

Latest price per unit

₹15.0488

▲ 0.01% today

As of 23 Nov 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.39 L

▲ ₹38.9k gain · 38.9% / year

Invested 3 years ago

₹1.61 L

▲ ₹60.5k gain · 17.1% / 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

20.2%

The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-26.04%

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 year38.92%

CAGR — 3 years17.08%

CAGR — 5 years—

CAGR — since launch10.76%

Volatility — 1 year (annualised)23.27%

Volatility — 3 years (annualised)20.22%

Max drawdown — 1 year-13.80%

Max drawdown — 3 years-22.34%

Sharpe ratio — 1 year (rf=6%)1.19

Sharpe ratio — 3 years (rf=6%)0.53

Fund info

Fund house: Sundaram Mutual Fund
Category: Growth
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 141931
First price on record: 27 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.