Sundaram Mutual FundIncomeGrowth

Sundaram Energy Opportunities Fund Growth

Scheme code #107351 · Open Ended Schemes

₹7.3175

Latest NAV

11-04-2014

-0.72%

Day change

₹7.3702

52-week high

₹5.4853

52-week low

NAV history

Returns

1 month	6.27%
3 months	13.38%
6 months	17.82%
1 year (absolute)	10.49%
3 years (absolute)	-7.68%
5 years (absolute)	43.64%
1Y CAGR	10.50%
3Y CAGR	-2.63%
5Y CAGR	7.50%
Since inception CAGR	-5.16%

Risk metrics

Volatility (1Y, annualized σ)	18.31%
Volatility (3Y, annualized σ)	16.92%
Max drawdown (1Y)	-24.00%
Max drawdown (3Y)	-32.86%
Max drawdown (all time)	-61.09%
Sharpe ratio (1Y, rf=6%)	0.23
Sharpe ratio (3Y, rf=6%)	-0.51

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	107351
Earliest NAV date	03-01-2008
Total NAV observations	1,546
History last refreshed	2026-08-30 14:28:20 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.