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Sundaram Mutual FundIncomeDirectGrowth

Sundaram Fixed Term Plan GJ Direct Plan Growth

Scheme code #130895 · Close Ended Schemes

₹12.9788
Latest NAV
21-08-2017
0.03%
Day change
₹12.9788
52-week high
₹12.1004
52-week low
NAV history
Returns
1 month0.40%
3 months1.53%
6 months3.23%
1 year (absolute)7.32%
3 years (absolute)—
5 years (absolute)—
1Y CAGR7.28%
3Y CAGR—
5Y CAGR—
Since inception CAGR9.20%
Risk metrics
Volatility (1Y, annualized σ)0.40%
Volatility (3Y, annualized σ)0.76%
Max drawdown (1Y)-0.13%
Max drawdown (3Y)-0.31%
Max drawdown (all time)-0.31%
Sharpe ratio (1Y, rf=6%)3.28
Sharpe ratio (3Y, rf=6%)4.26
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
PlanDirect
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code130895
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.