otherLow risk

Sundaram Fixed Term Plan IE 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 20 Feb 2018.

Latest price per unit

₹12.3908

▲ 0.03% today

As of 31 May 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹7.7k gain · 7.7% / year

Invested 3 years ago

₹1.22 L

▲ ₹22.0k gain · 6.8% / 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

2.6%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-3.69%

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 year7.68%

CAGR — 3 years6.84%

CAGR — 5 years—

CAGR — since launch6.74%

Volatility — 1 year (annualised)0.58%

Volatility — 3 years (annualised)2.59%

Max drawdown — 1 year-0.40%

Max drawdown — 3 years-3.69%

Sharpe ratio — 1 year (rf=6%)2.69

Sharpe ratio — 3 years (rf=6%)0.36

Fund info

Fund house: Sundaram Mutual Fund
Category: IDF
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 142399
First price on record: 20 Feb 2018 · 790 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.