MF ExpertFund research
Sundaram Mutual FundIncomeDirectGrowth

Sundaram Fixed Term Plan FD Direct Plan Growth

Scheme code #127711 · Close Ended Schemes

₹14.0174
Latest NAV
11-04-2018
0.01%
Day change
₹14.0174
52-week high
₹13.0949
52-week low
NAV history
Returns
1 month0.61%
3 months1.69%
6 months3.28%
1 year (absolute)7.04%
3 years (absolute)26.80%
5 years (absolute)
1Y CAGR7.05%
3Y CAGR8.23%
5Y CAGR
Since inception CAGR8.58%
Risk metrics
Volatility (1Y, annualized σ)0.31%
Volatility (3Y, annualized σ)0.71%
Max drawdown (1Y)-0.01%
Max drawdown (3Y)-0.37%
Max drawdown (all time)-0.37%
Sharpe ratio (1Y, rf=6%)3.52
Sharpe ratio (3Y, rf=6%)3.16
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
PlanDirect
OptionGrowth
ISIN (Growth)
ISIN (Div reinvest)
AMC codeS
Scheme code127711
Earliest NAV date13-03-2014
Total NAV observations977
History last refreshed2026-09-03 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.