MF ExpertFund research
Back to catalogAdd to compare
Sundaram Mutual FundIncomeDirectGrowth

Sundaram Fixed Term Plan DS Direct Plan Growth

Scheme code #123757 · Close Ended Schemes

₹13.0682
Latest NAV
07-09-2016
0.02%
Day change
₹13.0682
52-week high
₹12.0939
52-week low
NAV history
Returns
1 month0.59%
3 months1.78%
6 months4.19%
1 year (absolute)8.06%
3 years (absolute)29.71%
5 years (absolute)—
1Y CAGR8.04%
3Y CAGR9.05%
5Y CAGR—
Since inception CAGR9.29%
Risk metrics
Volatility (1Y, annualized σ)0.48%
Volatility (3Y, annualized σ)0.62%
Max drawdown (1Y)-0.03%
Max drawdown (3Y)-0.21%
Max drawdown (all time)-0.21%
Sharpe ratio (1Y, rf=6%)4.50
Sharpe ratio (3Y, rf=6%)4.99
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
PlanDirect
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code123757
Earliest NAV date29-08-2013
Total NAV observations724
History last refreshed2026-09-03 07:05:37 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.