MF Gyan
otherVery high risk

Sundaram Emerging Small Cap Series I 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 12 Mar 2018.

Latest price per unit
₹17.548
0.01% today
As of 9 Mar 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.17 L
₹17.0k gain · 17.0% / year
Invested 3 years ago
₹2.28 L
₹1.28 L gain · 31.6% / 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
20.1%

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

Worst drop ever
-49.08%

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 year17.04%
CAGR — 3 years31.57%
CAGR — 5 years
CAGR — since launch11.98%
Volatility — 1 year (annualised)12.46%
Volatility — 3 years (annualised)20.14%
Max drawdown — 1 year-16.33%
Max drawdown — 3 years-31.62%
Sharpe ratio — 1 year (rf=6%)0.80
Sharpe ratio — 3 years (rf=6%)1.09

Fund info

Fund house
Sundaram Mutual Fund
Category
Growth
Plan
Direct
Option
IDCW
ISIN (Growth)
ISIN (Div re-invest)
Fund code
142532
First price on record
12 Mar 2018 · 1,233 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.