hybridModerate risk

Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Sundaram Mutual Fund. It's been running since 11 Dec 2018.

Latest price per unit

₹13.1826

▲ 0.33% today

As of 31 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.10 L

▲ ₹9.9k gain · 9.9% / year

Invested 3 years ago

₹1.31 L

▲ ₹31.1k gain · 9.4% / 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

7.9%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-16.14%

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 year9.93%

CAGR — 3 years9.44%

CAGR — 5 years—

CAGR — since launch9.40%

Volatility — 1 year (annualised)6.04%

Volatility — 3 years (annualised)7.89%

Max drawdown — 1 year-3.44%

Max drawdown — 3 years-16.14%

Sharpe ratio — 1 year (rf=6%)0.61

Sharpe ratio — 3 years (rf=6%)0.41

Fund info

Fund house: Sundaram Mutual Fund
Category: Hybrid Scheme - Equity Savings
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 145479
First price on record: 11 Dec 2018 · 754 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.