Sundaram Mutual FundIncomeGrowth

Sundaram Capital Protection Oriented Fund 3 Years (Series 5) - Growth Option

Scheme code #115722 · Close Ended Schemes

₹12.7521

Latest NAV

08-09-2014

0.05%

Day change

₹12.7521

52-week high

₹11.3166

52-week low

NAV history

Returns

1 month	1.73%
3 months	2.76%
6 months	7.11%
1 year (absolute)	13.07%
3 years (absolute)	—
5 years (absolute)	—
1Y CAGR	13.00%
3Y CAGR	—
5Y CAGR	—
Since inception CAGR	8.42%

Risk metrics

Volatility (1Y, annualized σ)	2.13%
Volatility (3Y, annualized σ)	2.34%
Max drawdown (1Y)	-0.65%
Max drawdown (3Y)	-2.54%
Max drawdown (all time)	-2.54%
Sharpe ratio (1Y, rf=6%)	3.07
Sharpe ratio (3Y, rf=6%)	1.05

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Close Ended Schemes
Scheme category	Income
Plan	—
Option	Growth
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	115722
Earliest NAV date	13-09-2011
Total NAV observations	720
History last refreshed	2026-09-01 11:28:23 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.