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Sundaram Mutual FundIncomeRegularGrowth

Sundaram Fixed Term Plan GU Regular Plan Growth

Scheme code #133555 · Close Ended Schemes

₹12.7126
Latest NAV
14-02-2018
0.03%
Day change
₹12.7126
52-week high
₹11.8972
52-week low
NAV history
Returns
1 month0.55%
3 months1.57%
6 months3.19%
1 year (absolute)6.85%
3 years (absolute)26.93%
5 years (absolute)—
1Y CAGR6.86%
3Y CAGR8.26%
5Y CAGR—
Since inception CAGR8.12%
Risk metrics
Volatility (1Y, annualized σ)0.29%
Volatility (3Y, annualized σ)0.66%
Max drawdown (1Y)-0.01%
Max drawdown (3Y)-0.32%
Max drawdown (all time)-0.32%
Sharpe ratio (1Y, rf=6%)3.10
Sharpe ratio (3Y, rf=6%)3.45
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
PlanRegular
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code133555
Earliest NAV date28-01-2015
Total NAV observations737
History last refreshed2026-09-04 18:03:20 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.