MF ExpertFund research
Sundaram Mutual FundIncomeGrowth

Sundaram Fixed Term Plan -BK- Growth Option

Scheme code #115988 · Close Ended Schemes

₹10.9471
Latest NAV
05-10-2012
0.06%
Day change
₹10.9471
52-week high
₹10.0133
52-week low
NAV history
Returns
1 month0.76%
3 months2.30%
6 months5.06%
1 year (absolute)
3 years (absolute)
5 years (absolute)
1Y CAGR
3Y CAGR
5Y CAGR
Since inception CAGR9.52%
Risk metrics
Volatility (1Y, annualized σ)0.60%
Volatility (3Y, annualized σ)0.60%
Max drawdown (1Y)-0.15%
Max drawdown (3Y)-0.15%
Max drawdown (all time)-0.15%
Sharpe ratio (1Y, rf=6%)5.67
Sharpe ratio (3Y, rf=6%)5.67
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
Plan
OptionGrowth
ISIN (Growth)
ISIN (Div reinvest)
AMC codeS
Scheme code115988
Earliest NAV date13-10-2011
Total NAV observations240
History last refreshed2026-09-01 12:42:06 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.