otherHigh risk

Sundaram Emerging Small Cap Series IV 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 14 Jun 2018.

Latest price per unit

₹19.347

▼ 0.26% today

As of 12 Jun 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.13 L

▲ ₹13.4k gain · 13.4% / year

Invested 3 years ago

₹2.56 L

▲ ₹1.56 L gain · 36.8% / 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

15.8%

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

Worst drop ever

-41.48%

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 year13.39%

CAGR — 3 years36.82%

CAGR — 5 years—

CAGR — since launch14.02%

Volatility — 1 year (annualised)9.94%

Volatility — 3 years (annualised)15.82%

Max drawdown — 1 year-7.84%

Max drawdown — 3 years-16.96%

Sharpe ratio — 1 year (rf=6%)1.00

Sharpe ratio — 3 years (rf=6%)1.64

Fund info

Fund house: Sundaram Mutual Fund
Category: Growth
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 143505
First price on record: 14 Jun 2018 · 1,230 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.