Sundaram Mutual FundIncomeDirectGrowth

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

Scheme code #119559 · Open Ended Schemes

₹7.3623

Latest NAV

11-04-2014

-0.71%

Day change

₹7.4152

52-week high

₹5.4979

52-week low

NAV history

Returns

1 month	6.47%
3 months	13.67%
6 months	18.22%
1 year (absolute)	11.15%
3 years (absolute)	—
5 years (absolute)	—
1Y CAGR	11.16%
3Y CAGR	—
5Y CAGR	—
Since inception CAGR	-0.88%

Risk metrics

Volatility (1Y, annualized σ)	18.32%
Volatility (3Y, annualized σ)	17.77%
Max drawdown (1Y)	-23.88%
Max drawdown (3Y)	-28.34%
Max drawdown (all time)	-28.34%
Sharpe ratio (1Y, rf=6%)	0.26
Sharpe ratio (3Y, rf=6%)	-0.39

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Income
Plan	Direct
Option	Growth
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	119559
Earliest NAV date	02-01-2013
Total NAV observations	317
History last refreshed	2026-09-02 13:42:14 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.