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Sundaram Mutual FundIncomeDirectGrowth

Sundaram Select Thematic Funds Capex Opportunities -Direct Plan - Growth Option

Scheme code #119555 · Open Ended Schemes

₹17.067
Latest NAV
04-04-2014
-0.63%
Day change
₹17.2321
52-week high
₹11.7827
52-week low
NAV history
Returns
1 month13.09%
3 months11.65%
6 months30.12%
1 year (absolute)14.04%
3 years (absolute)—
5 years (absolute)—
1Y CAGR14.05%
3Y CAGR—
5Y CAGR—
Since inception CAGR-6.33%
Risk metrics
Volatility (1Y, annualized σ)16.42%
Volatility (3Y, annualized σ)16.18%
Max drawdown (1Y)-26.42%
Max drawdown (3Y)-36.87%
Max drawdown (all time)-36.87%
Sharpe ratio (1Y, rf=6%)0.45
Sharpe ratio (3Y, rf=6%)-0.78
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryIncome
PlanDirect
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code119555
Earliest NAV date02-01-2013
Total NAV observations313
History last refreshed2026-09-02 13:42:13 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.