MF ExpertFund research
Sundaram Mutual FundIncomeGrowth

Sundaram India Leadership Fund-Inst Growth

Scheme code #111921 · Open Ended Schemes

₹36.0045
Latest NAV
03-01-2012
2.72%
Day change
₹39.9249
52-week high
₹34.7883
52-week low
NAV history
Returns
1 month-5.98%
3 months8.31%
6 months8.31%
1 year (absolute)8.31%
3 years (absolute)
5 years (absolute)
1Y CAGR3.48%
3Y CAGR
5Y CAGR
Since inception CAGR15.39%
Risk metrics
Volatility (1Y, annualized σ)19.67%
Volatility (3Y, annualized σ)59.85%
Max drawdown (1Y)-12.87%
Max drawdown (3Y)-12.87%
Max drawdown (all time)-12.87%
Sharpe ratio (1Y, rf=6%)-2.05
Sharpe ratio (3Y, rf=6%)2.82
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryIncome
Plan
OptionGrowth
ISIN (Growth)
ISIN (Div reinvest)
AMC codeS
Scheme code111921
Earliest NAV date04-05-2009
Total NAV observations56
History last refreshed2026-09-06 20:49:48 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.