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Sundaram Mutual FundIncomeDirectDividend

Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Quarterly Dividend Option

Scheme code #119651 · Open Ended Schemes

₹11.2512
Latest NAV
09-09-2016
-0.14%
Day change
₹11.2668
52-week high
₹10.7406
52-week low
NAV history
Returns
1 month0.89%
3 months1.80%
6 months3.09%
1 year (absolute)2.18%
3 years (absolute)8.36%
5 years (absolute)—
1Y CAGR2.18%
3Y CAGR2.70%
5Y CAGR—
Since inception CAGR2.56%
Risk metrics
Volatility (1Y, annualized σ)3.53%
Volatility (3Y, annualized σ)6.58%
Max drawdown (1Y)-3.13%
Max drawdown (3Y)-9.78%
Max drawdown (all time)-9.78%
Sharpe ratio (1Y, rf=6%)-1.05
Sharpe ratio (3Y, rf=6%)-0.49
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryIncome
PlanDirect
OptionDividend
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code119651
Earliest NAV date04-07-2013
Total NAV observations756
History last refreshed2026-09-02 14:38:59 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.