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Sundaram Value Fund Series IX Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Side-by-side metrics
Metric#141914
SchemeSundaram Value Fund Series IX Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
HouseSundaram Mutual Fund
CategoryGrowth
Latest NAV₹14.8789
1M return1.67%
3M return8.65%
6M return6.03%
1Y return47.17%
3Y CAGR16.42%
5Y CAGR
Inception CAGR10.64%
σ 1Y (annualized)22.37%
σ 3Y (annualized)19.95%
Max drawdown (all)-27.73%
Sharpe 1Y (rf=6%)1.51
Sharpe 3Y (rf=6%)0.50