otherHigh risk
Sundaram Emerging Small Cap Series II 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 Apr 2018.
Latest price per unit
₹18.0288
▲ 0.06% today
As of 10 Apr 2023 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.05 L
▲ ₹4.8k gain · 4.8% / year
Invested 3 years ago
₹2.97 L
▲ ₹1.97 L gain · 43.7% / 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
16.7%
The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-46.90%
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 year4.79%
CAGR — 3 years43.74%
CAGR — 5 years—
CAGR — since launch12.40%
Volatility — 1 year (annualised)12.25%
Volatility — 3 years (annualised)16.71%
Max drawdown — 1 year-16.17%
Max drawdown — 3 years-16.78%
Sharpe ratio — 1 year (rf=6%)-0.11
Sharpe ratio — 3 years (rf=6%)1.88
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Growth
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 143007
- First price on record
- 12 Apr 2018 · 1,231 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.