Sundaram Mutual FundIncomeDirectBonus

Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Bonus Option

Scheme code #119653 · Open Ended Schemes

₹17.5532

Latest NAV

22-11-2013

0.03%

Day change

₹17.5532

52-week high

₹16.7812

52-week low

NAV history

Returns

1 month	0.54%
3 months	3.05%
6 months	2.69%
1 year (absolute)	—
3 years (absolute)	—
5 years (absolute)	—
1Y CAGR	—
3Y CAGR	—
5Y CAGR	—
Since inception CAGR	6.85%

Risk metrics

Volatility (1Y, annualized σ)	1.98%
Volatility (3Y, annualized σ)	1.98%
Max drawdown (1Y)	-1.46%
Max drawdown (3Y)	-1.46%
Max drawdown (all time)	-1.46%
Sharpe ratio (1Y, rf=6%)	0.48
Sharpe ratio (3Y, rf=6%)	0.48

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Income
Plan	Direct
Option	Bonus
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	119653
Earliest NAV date	19-03-2013
Total NAV observations	164
History last refreshed	2026-09-02 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.