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Sundaram Mutual FundIncomeDirectGrowth

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

Scheme code #119586 · Open Ended Schemes

₹12.349
Latest NAV
22-07-2016
0.69%
Day change
₹12.5777
52-week high
₹9.3569
52-week low
NAV history
Returns
1 month8.06%
3 months15.94%
6 months19.00%
1 year (absolute)-0.79%
3 years (absolute)48.61%
5 years (absolute)—
1Y CAGR-0.78%
3Y CAGR14.11%
5Y CAGR—
Since inception CAGR5.93%
Risk metrics
Volatility (1Y, annualized σ)17.62%
Volatility (3Y, annualized σ)19.01%
Max drawdown (1Y)-25.61%
Max drawdown (3Y)-26.47%
Max drawdown (all time)-33.00%
Sharpe ratio (1Y, rf=6%)-0.39
Sharpe ratio (3Y, rf=6%)0.40
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryIncome
PlanDirect
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code119586
Earliest NAV date02-01-2013
Total NAV observations873
History last refreshed2026-09-02 13:59:33 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.