Sundaram Mutual FundIncomeBonus

Sundaram Monthly Income Plan - Moderate Plan - Bonus Option

Scheme code #118331 · Open Ended Schemes

₹14.0449

Latest NAV

09-09-2016

-0.14%

Day change

₹14.0648

52-week high

₹13.112

52-week low

NAV history

Returns

1 month	0.81%
3 months	2.96%
6 months	5.48%
1 year (absolute)	6.96%
3 years (absolute)	22.87%
5 years (absolute)	—
1Y CAGR	6.95%
3Y CAGR	7.08%
5Y CAGR	—
Since inception CAGR	-4.24%

Risk metrics

Volatility (1Y, annualized σ)	2.39%
Volatility (3Y, annualized σ)	2.90%
Max drawdown (1Y)	-1.97%
Max drawdown (3Y)	-2.45%
Max drawdown (all time)	-33.33%
Sharpe ratio (1Y, rf=6%)	0.46
Sharpe ratio (3Y, rf=6%)	0.41

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Income
Plan	—
Option	Bonus
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	118331
Earliest NAV date	17-12-2012
Total NAV observations	896
History last refreshed	2026-09-02 04:34:09 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.