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Sundaram Mutual FundIncomeDirectGrowth

Sundaram Fixed Term Plan DV Direct Plan Growth

Scheme code #124130 · Close Ended Schemes

₹13.1257
Latest NAV
19-09-2016
0.05%
Day change
₹13.1257
52-week high
₹12.1562
52-week low
NAV history
Returns
1 month0.55%
3 months1.79%
6 months4.03%
1 year (absolute)8.08%
3 years (absolute)29.62%
5 years (absolute)—
1Y CAGR8.04%
3Y CAGR9.03%
5Y CAGR—
Since inception CAGR9.34%
Risk metrics
Volatility (1Y, annualized σ)0.48%
Volatility (3Y, annualized σ)0.60%
Max drawdown (1Y)-0.03%
Max drawdown (3Y)-0.21%
Max drawdown (all time)-0.21%
Sharpe ratio (1Y, rf=6%)4.51
Sharpe ratio (3Y, rf=6%)5.26
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
PlanDirect
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code124130
Earliest NAV date06-09-2013
Total NAV observations725
History last refreshed2026-09-03 09:48:18 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.