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Sundaram Mutual FundIncomeRegularGrowth

Sundaram Fixed Term Plan GJ Regular Plan Growth

Scheme code #130892 · Close Ended Schemes

₹12.8102
Latest NAV
21-08-2017
0.02%
Day change
₹12.8102
52-week high
₹12.0094
52-week low
NAV history
Returns
1 month0.35%
3 months1.39%
6 months2.94%
1 year (absolute)6.72%
3 years (absolute)—
5 years (absolute)—
1Y CAGR6.69%
3Y CAGR—
5Y CAGR—
Since inception CAGR8.72%
Risk metrics
Volatility (1Y, annualized σ)0.39%
Volatility (3Y, annualized σ)0.77%
Max drawdown (1Y)-0.13%
Max drawdown (3Y)-0.33%
Max drawdown (all time)-0.33%
Sharpe ratio (1Y, rf=6%)1.92
Sharpe ratio (3Y, rf=6%)3.62
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
PlanRegular
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code130892
Earliest NAV date27-08-2014
Total NAV observations717
History last refreshed2026-09-04 12:41:58 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.