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Sundaram Mutual FundIncomeDividend

Sundaram Monthly Income Plan-Half-yearly Dividend

Scheme code #102177 · Open Ended Schemes

₹11.3185
Latest NAV
09-09-2016
-0.14%
Day change
₹11.3346
52-week high
₹10.7831
52-week low
NAV history
Returns
1 month0.81%
3 months2.96%
6 months2.62%
1 year (absolute)4.06%
3 years (absolute)9.48%
5 years (absolute)1.17%
1Y CAGR4.05%
3Y CAGR3.06%
5Y CAGR0.23%
Since inception CAGR-0.40%
Risk metrics
Volatility (1Y, annualized σ)3.49%
Volatility (3Y, annualized σ)6.19%
Max drawdown (1Y)-2.68%
Max drawdown (3Y)-9.12%
Max drawdown (all time)-22.34%
Sharpe ratio (1Y, rf=6%)-0.52
Sharpe ratio (3Y, rf=6%)-0.46
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryIncome
Plan—
OptionDividend
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code102177
Earliest NAV date03-04-2006
Total NAV observations2,520
History last refreshed2026-08-30 13:06:44 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.