otherHigh risk

Sundaram Multi Cap Fund 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 31 Jul 2018.

Latest price per unit

₹17.4254

▲ 0.02% today

As of 25 Jul 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹8.0k gain · 8.0% / year

Invested 3 years ago

₹1.63 L

▲ ₹63.2k gain · 17.7% / 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

15.1%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-36.80%

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 year8.02%

CAGR — 3 years17.75%

CAGR — 5 years—

CAGR — since launch11.73%

Volatility — 1 year (annualised)10.14%

Volatility — 3 years (annualised)15.14%

Max drawdown — 1 year-10.12%

Max drawdown — 3 years-16.88%

Sharpe ratio — 1 year (rf=6%)0.19

Sharpe ratio — 3 years (rf=6%)0.73

Fund info

Fund house: Sundaram Mutual Fund
Category: Growth
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 144199
First price on record: 31 Jul 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.