MF ExpertFund research
Sundaram Mutual FundIncomeRegularGrowth

Sundaram Fixed Term Plan EY Regular Plan Growth

Scheme code #127102 · Close Ended Schemes

₹10.9281
Latest NAV
20-02-2015
0.08%
Day change
₹10.9281
52-week high
₹10.0129
52-week low
NAV history
Returns
1 month0.70%
3 months2.01%
6 months4.33%
1 year (absolute)
3 years (absolute)
5 years (absolute)
1Y CAGR
3Y CAGR
5Y CAGR
Since inception CAGR9.25%
Risk metrics
Volatility (1Y, annualized σ)0.47%
Volatility (3Y, annualized σ)0.47%
Max drawdown (1Y)-0.08%
Max drawdown (3Y)-0.08%
Max drawdown (all time)-0.08%
Sharpe ratio (1Y, rf=6%)7.45
Sharpe ratio (3Y, rf=6%)7.45
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
PlanRegular
OptionGrowth
ISIN (Growth)
ISIN (Div reinvest)
AMC codeS
Scheme code127102
Earliest NAV date24-02-2014
Total NAV observations233
History last refreshed2026-09-03 18:03:28 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.