Sundaram Mutual FundIncomeGrowth

Sundaram Monthly Income Plan-Growth

Scheme code #102178 · Open Ended Schemes

₹21.0774

Latest NAV

09-09-2016

-0.14%

Day change

₹21.1073

52-week high

₹19.6775

52-week low

NAV history

Returns

1 month	0.81%
3 months	2.96%
6 months	5.48%
1 year (absolute)	6.96%
3 years (absolute)	22.88%
5 years (absolute)	36.68%
1Y CAGR	6.95%
3Y CAGR	7.09%
5Y CAGR	6.45%
Since inception CAGR	5.27%

Risk metrics

Volatility (1Y, annualized σ)	2.39%
Volatility (3Y, annualized σ)	2.90%
Max drawdown (1Y)	-1.97%
Max drawdown (3Y)	-2.45%
Max drawdown (all time)	-14.19%
Sharpe ratio (1Y, rf=6%)	0.46
Sharpe ratio (3Y, rf=6%)	0.41

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Income
Plan	—
Option	Growth
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	102178
Earliest NAV date	03-04-2006
Total NAV observations	2,520
History last refreshed	2026-08-30 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.