Sundaram Mutual FundIncomeDirectGrowth

Sundaram Fixed Term Plan FJ Direct Plan Growth

Scheme code #128418 · Close Ended Schemes

₹10.9139

Latest NAV

26-03-2015

0.02%

Day change

₹10.9139

52-week high

₹10.0083

52-week low

NAV history

Returns

1 month	0.61%
3 months	2.07%
6 months	4.35%
1 year (absolute)	—
3 years (absolute)	—
5 years (absolute)	—
1Y CAGR	—
3Y CAGR	—
5Y CAGR	—
Since inception CAGR	9.11%

Risk metrics

Volatility (1Y, annualized σ)	0.42%
Volatility (3Y, annualized σ)	0.42%
Max drawdown (1Y)	-0.09%
Max drawdown (3Y)	-0.09%
Max drawdown (all time)	-0.09%
Sharpe ratio (1Y, rf=6%)	7.98
Sharpe ratio (3Y, rf=6%)	7.98

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Close Ended Schemes
Scheme category	Income
Plan	Direct
Option	Growth
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	128418
Earliest NAV date	28-03-2014
Total NAV observations	234
History last refreshed	2026-09-04 02:17:37 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.