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Head-to-head
Sundaram Fixed Term Plan FL Direct Plan GrowthvsJPMorgan India Mid and Small Cap Fund - Direct Plan - Growth Option
Side-by-side comparison of Sundaram Fixed Term Plan FL Direct Plan Growth and JPMorgan India Mid and Small Cap Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
other
Sundaram Fixed Term Plan FL Direct Plan Growth
3Y ago—
5Y ago—
other
JPMorgan India Mid and Small Cap Fund - Direct Plan - Growth Option
3Y ago₹2.30 L
5Y ago—
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Fixed Term Plan FL Dir… | JPMorgan India Mid and Small Ca… |
|---|---|---|
| Fund house | Sundaram Mutual Fund | JPMorgan Mutual Fund |
| Category | Income | Income |
| Latest NAV | ₹12.8785 | ₹20.603 |
| Assets managed (AUM) | — | — |
| 1Y return | 7.62% | 3.82% |
| 3Y CAGR | — | 32.02% |
| 5Y CAGR | — | — |
| Since inception CAGR | 8.77% | 22.86% |
| Bumpiness · 3Y (annualised σ) | 0.52 | 16.33 |
| Worst drop ever | -0.25% | -21.32% |
| Sharpe · 3Y (rf=6%) | 5.45 | 1.37 |
Explore each fund individually
Sundaram Fixed Term Plan FL Direct Plan Growth →JPMorgan India Mid and Small Cap Fund - Direct Plan - Growth Option →
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