MF Gyan
otherHigh risk

Sundaram Emerging Small Cap VII Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 3 Oct 2018.

Latest price per unit
₹25.4074
0.09% today
As of 29 Sep 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.11 L
₹11.3k gain · 11.3% / year
Invested 3 years ago
₹2.34 L
₹1.34 L gain · 32.8% / 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
14.1%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-36.11%

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 year11.33%
CAGR — 3 years32.84%
CAGR — 5 years
CAGR — since launch20.54%
Volatility — 1 year (annualised)7.90%
Volatility — 3 years (annualised)14.13%
Max drawdown — 1 year-8.10%
Max drawdown — 3 years-14.99%
Sharpe ratio — 1 year (rf=6%)0.63
Sharpe ratio — 3 years (rf=6%)1.62

Fund info

Fund house
Sundaram Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
ISIN (Div re-invest)
Fund code
144988
First price on record
3 Oct 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.