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Sundaram Mutual FundIncomeDirectGrowth

Sundaram Fixed Term Plan GE Direct Plan Growth

Scheme code #129317 · Close Ended Schemes

₹12.8279
Latest NAV
22-05-2017
0.05%
Day change
₹12.8279
52-week high
₹11.9032
52-week low
NAV history
Returns
1 month0.53%
3 months1.60%
6 months3.23%
1 year (absolute)7.83%
3 years (absolute)27.64%
5 years (absolute)—
1Y CAGR7.79%
3Y CAGR8.47%
5Y CAGR—
Since inception CAGR8.52%
Risk metrics
Volatility (1Y, annualized σ)0.34%
Volatility (3Y, annualized σ)0.49%
Max drawdown (1Y)-0.06%
Max drawdown (3Y)-0.12%
Max drawdown (all time)-0.12%
Sharpe ratio (1Y, rf=6%)5.30
Sharpe ratio (3Y, rf=6%)5.18
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
PlanDirect
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code129317
Earliest NAV date08-05-2014
Total NAV observations729
History last refreshed2026-09-04 07:36:41 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.