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Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Half Yearly Dividend Option
Side-by-side metrics
Metric#119652
SchemeSundaram Monthly Income Plan - Moderate Plan - Direct Plan - Half Yearly Dividend Option
HouseSundaram Mutual Fund
CategoryIncome
Latest NAV₹11.0504
1M return0.70%
3M return2.91%
6M return-2.74%
1Y return2.43%
3Y CAGR
5Y CAGR
Inception CAGR4.03%
σ 1Y (annualized)10.41%
σ 3Y (annualized)7.91%
Max drawdown (all)-9.76%
Sharpe 1Y (rf=6%)-0.33
Sharpe 3Y (rf=6%)-0.23