MF ExpertFund research

Compare funds

Overlay up to 5 funds. NAV values normalized to ₹100 at start of range.

Clear
Sundaram Value Fund Series II Direct Plan Dividend Payout
Side-by-side metrics
Metric#133560
SchemeSundaram Value Fund Series II Direct Plan Dividend Payout
HouseSundaram Mutual Fund
CategoryGrowth
Latest NAV₹13.463
1M return-0.58%
3M return2.37%
6M return13.33%
1Y return9.97%
3Y CAGR1.59%
5Y CAGR
Inception CAGR6.09%
σ 1Y (annualized)12.26%
σ 3Y (annualized)14.80%
Max drawdown (all)-25.21%
Sharpe 1Y (rf=6%)0.31
Sharpe 3Y (rf=6%)-0.32