Sundaram Mutual FundIncomeRegularGrowth

Sundaram Fixed Term Plan FD Regular Plan Growth

Scheme code #127708 · Close Ended Schemes

₹13.9158

Latest NAV

11-04-2018

0.02%

Day change

₹13.9158

52-week high

₹13.0131

52-week low

NAV history

Returns

1 month	0.60%
3 months	1.67%
6 months	3.23%
1 year (absolute)	6.94%
3 years (absolute)	26.02%
5 years (absolute)	—
1Y CAGR	6.94%
3Y CAGR	8.00%
5Y CAGR	—
Since inception CAGR	8.39%

Risk metrics

Volatility (1Y, annualized σ)	0.31%
Volatility (3Y, annualized σ)	0.68%
Max drawdown (1Y)	-0.01%
Max drawdown (3Y)	-0.37%
Max drawdown (all time)	-0.37%
Sharpe ratio (1Y, rf=6%)	3.21
Sharpe ratio (3Y, rf=6%)	2.97

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Close Ended Schemes
Scheme category	Income
Plan	Regular
Option	Growth
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	127708
Earliest NAV date	13-03-2014
Total NAV observations	977
History last refreshed	2026-09-03 20:40:55 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.