Sundaram Mutual FundIncomeDirectGrowth

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

Scheme code #119654 · Open Ended Schemes

₹21.7559

Latest NAV

09-09-2016

-0.14%

Day change

₹21.7862

52-week high

₹20.1347

52-week low

NAV history

Returns

1 month	0.89%
3 months	3.20%
6 months	5.96%
1 year (absolute)	7.93%
3 years (absolute)	26.62%
5 years (absolute)	—
1Y CAGR	7.91%
3Y CAGR	8.16%
5Y CAGR	—
Since inception CAGR	7.65%

Risk metrics

Volatility (1Y, annualized σ)	2.40%
Volatility (3Y, annualized σ)	2.92%
Max drawdown (1Y)	-1.80%
Max drawdown (3Y)	-2.38%
Max drawdown (all time)	-2.38%
Sharpe ratio (1Y, rf=6%)	0.85
Sharpe ratio (3Y, rf=6%)	0.77

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	119654
Earliest NAV date	11-01-2013
Total NAV observations	777
History last refreshed	2026-09-02 14:39:00 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.