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Sundaram Mutual FundIncomeGrowth

Sundaram Capital Protection Oriented Fund 2 Years (Series 4) - Growth Option

Scheme code #116139 · Close Ended Schemes

₹11.5745
Latest NAV
21-11-2013
0.02%
Day change
₹11.5745
52-week high
₹10.8348
52-week low
NAV history
Returns
1 month0.48%
3 months3.12%
6 months3.02%
1 year (absolute)6.83%
3 years (absolute)—
5 years (absolute)—
1Y CAGR6.83%
3Y CAGR—
5Y CAGR—
Since inception CAGR7.55%
Risk metrics
Volatility (1Y, annualized σ)1.70%
Volatility (3Y, annualized σ)1.33%
Max drawdown (1Y)-0.70%
Max drawdown (3Y)-0.70%
Max drawdown (all time)-0.70%
Sharpe ratio (1Y, rf=6%)0.52
Sharpe ratio (3Y, rf=6%)1.17
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
Plan—
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code116139
Earliest NAV date28-11-2011
Total NAV observations483
History last refreshed2026-09-01 14:31:35 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.