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Sundaram Mutual FundGrowthDirectDividend

Sundaram Select Small Cap Series IV - Direct Dividend Payout

Scheme code #134374 · Close Ended Schemes

₹12.9786
Latest NAV
17-04-2020
0.02%
Day change
₹14.3039
52-week high
₹11.3362
52-week low
NAV history
Returns
1 month0.00%
3 months-8.32%
6 months2.90%
1 year (absolute)4.41%
3 years (absolute)1.72%
5 years (absolute)—
1Y CAGR4.39%
3Y CAGR0.57%
5Y CAGR—
Since inception CAGR5.35%
Risk metrics
Volatility (1Y, annualized σ)13.88%
Volatility (3Y, annualized σ)14.71%
Max drawdown (1Y)-10.52%
Max drawdown (3Y)-27.60%
Max drawdown (all time)-27.60%
Sharpe ratio (1Y, rf=6%)-0.07
Sharpe ratio (3Y, rf=6%)-0.37
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryGrowth
PlanDirect
OptionDividend
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code134374
Earliest NAV date22-04-2015
Total NAV observations1,227
History last refreshed2026-09-04 22:34:37 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.