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Sundaram Value Fund Series IX Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Side-by-side metrics
Metric#141916
SchemeSundaram Value Fund Series IX Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
HouseSundaram Mutual Fund
CategoryGrowth
Latest NAV₹15.0808
1M return1.73%
3M return8.82%
6M return3.44%
1Y return44.02%
3Y CAGR16.23%
5Y CAGR
Inception CAGR11.00%
σ 1Y (annualized)23.97%
σ 3Y (annualized)20.56%
Max drawdown (all)-25.75%
Sharpe 1Y (rf=6%)1.31
Sharpe 3Y (rf=6%)0.47