MF Gyan
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Sundaram Emerging Small Cap Series III Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 17 May 2018.

Latest price per unit
₹19.8973
▲ 0.02% today
As of 10 May 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.16 L
▲ ₹16.4k gain · 16.4% / year
Invested 3 years ago
₹3.03 L
▲ ₹2.03 L gain · 44.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.60 L
Gain / loss+₹79.8k
XIRR (annualised)26.41%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.76 L
Projected gain*+₹96.2k
*at this fund's historical rate of 26.41% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 260 other funds in Growth

Same plan
1-year return
16.37%median 11.33% (+5.05%)
Rank #100 of 261Beats 60% of peers
3-year return
44.63%median 8.79% (+35.85%)
Rank #1 of 261Beats 100% of peers
Bumpiness (3Y)
16.10%median 18.29% (-2.20%)
Rank #101 of 261Less risky than 62% of peers
Worst-ever drop
-42.82%median -35.12% (-7.70%)
Rank #52 of 261Less risky than 80% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 6 years were positive.

-7%
2018
-1%
2019
+17%
2020
+68%
2021
+7%
2022
+0%
2023
Best year
2021 · 67.99%
Worst year
2018 · -7.11%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
16.1%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-42.82%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Sundaram Emerging Small Cap Series III Direct Plan - Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year16.37%
CAGR — 3 years44.63%
CAGR — 5 years—
CAGR — since launch14.77%
Volatility — 1 year (annualised)11.53%
Volatility — 3 years (annualised)16.10%
Max drawdown — 1 year-9.52%
Max drawdown — 3 years-16.82%
Sharpe ratio — 1 year (rf=6%)0.82
Sharpe ratio — 3 years (rf=6%)1.98

Fund info

Fund house
Sundaram Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
143226
First price on record
17 May 2018 · 1,227 daily prices

About Sundaram Emerging Small Cap Series III Direct Plan - Growth

Sundaram Emerging Small Cap Series III Direct Plan - Growth is a Growth offered by Sundaram Mutual Fund under the Direct plan with the Growth option. It has approximately 8 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Sundaram Emerging Small Cap Series III Direct Plan - Growth is ₹19.8973 (as of 10 May 2023). Historically, it has delivered 16.36% over the last year, 44.63% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 16.1% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 42.8%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Sundaram Emerging Small Cap Series III Direct Plan - Growth?+

The latest NAV of Sundaram Emerging Small Cap Series III Direct Plan - Growth is ₹19.8973 as of 10 May 2023, up 0.02% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sundaram Emerging Small Cap Series III Direct Plan - Growth?+

Sundaram Emerging Small Cap Series III Direct Plan - Growth has delivered 1-year return 16.36%, 3-year CAGR 44.63%, since-inception CAGR 14.77%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Emerging Small Cap Series III Direct Plan - Growth belong to?+

Sundaram Emerging Small Cap Series III Direct Plan - Growth is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is Sundaram Emerging Small Cap Series III Direct Plan - Growth?+

Based on its 3-year annualised volatility of 16.1%, Sundaram Emerging Small Cap Series III Direct Plan - Growth sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sundaram Emerging Small Cap Series III Direct Plan - Growth a direct plan?+

Sundaram Emerging Small Cap Series III Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Sundaram Emerging Small Cap Series III Direct Plan - Growth?+

Sundaram Emerging Small Cap Series III Direct Plan - Growth has NAV history available from 17 May 2018 — approximately 8 years of track record and 1,227 daily NAV observations.

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.