Sundaram Mutual FundIncomeRegularGrowth

Sundaram Fixed Term Plan FM Regular Growth

Scheme code #129559 · Close Ended Schemes

₹12.6777

Latest NAV

08-05-2017

0.05%

Day change

₹12.6777

52-week high

₹11.821

52-week low

NAV history

Returns

1 month	0.48%
3 months	1.46%
6 months	3.15%
1 year (absolute)	7.31%
3 years (absolute)	26.35%
5 years (absolute)	—
1Y CAGR	7.28%
3Y CAGR	8.11%
5Y CAGR	—
Since inception CAGR	8.11%

Risk metrics

Volatility (1Y, annualized σ)	0.30%
Volatility (3Y, annualized σ)	0.47%
Max drawdown (1Y)	-0.03%
Max drawdown (3Y)	-0.15%
Max drawdown (all time)	-0.15%
Sharpe ratio (1Y, rf=6%)	4.32
Sharpe ratio (3Y, rf=6%)	4.71

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	129559
Earliest NAV date	29-04-2014
Total NAV observations	726
History last refreshed	2026-09-04 08:58:04 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.