otherHigh risk

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.

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.

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

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.