MF ExpertFund research
Sundaram Mutual FundIncomeRegularGrowth

Sundaram Select Micro Cap Series V- Regular Plan Growth Option

Scheme code #131005 · Close Ended Schemes

₹22.4144
Latest NAV
05-03-2018
-0.18%
Day change
₹25.0673
52-week high
₹17.3257
52-week low
NAV history
Returns
1 month0.92%
3 months-0.79%
6 months11.50%
1 year (absolute)29.38%
3 years (absolute)66.64%
5 years (absolute)
1Y CAGR29.22%
3Y CAGR18.55%
5Y CAGR
Since inception CAGR25.43%
Risk metrics
Volatility (1Y, annualized σ)13.56%
Volatility (3Y, annualized σ)17.86%
Max drawdown (1Y)-12.42%
Max drawdown (3Y)-23.55%
Max drawdown (all time)-23.55%
Sharpe ratio (1Y, rf=6%)1.47
Sharpe ratio (3Y, rf=6%)0.64
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
PlanRegular
OptionGrowth
ISIN (Growth)
ISIN (Div reinvest)
AMC codeS
Scheme code131005
Earliest NAV date05-09-2014
Total NAV observations857
History last refreshed2026-09-04 13:13:18 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.