multi capVery high risk

Sundaram Equity Fund Direct Plan - Growth

Legally required to hold at least 25% each in large, mid and small cap. Diversified but with a fixed structure. From Sundaram Mutual Fund. It's been running since 11 Sep 2019.

Latest price per unit

₹17.3254

▲ 0.92% 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

₹1.40 L

▲ ₹39.7k gain · 39.7% / 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

21.6%

The value swings roughly 22% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-36.71%

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 year39.67%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch26.83%

Volatility — 1 year (annualised)15.95%

Volatility — 3 years (annualised)21.56%

Max drawdown — 1 year-9.25%

Max drawdown — 3 years-36.71%

Sharpe ratio — 1 year (rf=6%)1.77

Sharpe ratio — 3 years (rf=6%)0.85

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Multi Cap Fund
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 147587
First price on record: 11 Sep 2019 · 570 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.