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Sundaram Mutual FundIncomeDirectGrowth

Sundaram Fixed Term Plan ER Direct Plan Growth

Scheme code #125417 · Close Ended Schemes

₹14.0236
Latest NAV
02-01-2018
0.30%
Day change
₹14.0236
52-week high
₹13.1142
52-week low
NAV history
Returns
1 month0.83%
3 months1.85%
6 months3.43%
1 year (absolute)6.93%
3 years (absolute)26.69%
5 years (absolute)—
1Y CAGR6.94%
3Y CAGR8.20%
5Y CAGR—
Since inception CAGR8.61%
Risk metrics
Volatility (1Y, annualized σ)0.42%
Volatility (3Y, annualized σ)0.60%
Max drawdown (1Y)-0.13%
Max drawdown (3Y)-0.21%
Max drawdown (all time)-0.21%
Sharpe ratio (1Y, rf=6%)2.28
Sharpe ratio (3Y, rf=6%)3.70
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
PlanDirect
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code125417
Earliest NAV date02-12-2013
Total NAV observations982
History last refreshed2026-09-03 13:58:43 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.