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Sundaram Mutual FundIncomeGrowth

Sundaram Capital Protection Oriented Fund 3 Years (Series 3) - Growth Option

Scheme code #115159 · Close Ended Schemes

₹12.2937
Latest NAV
21-04-2014
0.08%
Day change
₹12.2937
52-week high
₹11.3967
52-week low
NAV history
Returns
1 month0.91%
3 months2.16%
6 months4.12%
1 year (absolute)7.78%
3 years (absolute)—
5 years (absolute)—
1Y CAGR7.72%
3Y CAGR—
5Y CAGR—
Since inception CAGR7.12%
Risk metrics
Volatility (1Y, annualized σ)2.45%
Volatility (3Y, annualized σ)2.22%
Max drawdown (1Y)-1.86%
Max drawdown (3Y)-1.86%
Max drawdown (all time)-1.86%
Sharpe ratio (1Y, rf=6%)0.69
Sharpe ratio (3Y, rf=6%)0.53
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
Plan—
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code115159
Earliest NAV date27-04-2011
Total NAV observations721
History last refreshed2026-09-01 08:00:50 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.