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Sundaram Mutual FundIncomeRegularGrowth

Sundaram Fixed Term Plan GY Regular Plan growth

Scheme code #135059 · Close Ended Schemes

₹12.6318
Latest NAV
26-07-2018
0.02%
Day change
₹12.6318
52-week high
₹11.8598
52-week low
NAV history
Returns
1 month0.60%
3 months1.71%
6 months3.59%
1 year (absolute)6.51%
3 years (absolute)25.95%
5 years (absolute)—
1Y CAGR6.51%
3Y CAGR7.98%
5Y CAGR—
Since inception CAGR7.99%
Risk metrics
Volatility (1Y, annualized σ)0.34%
Volatility (3Y, annualized σ)0.72%
Max drawdown (1Y)-0.03%
Max drawdown (3Y)-0.37%
Max drawdown (all time)-0.37%
Sharpe ratio (1Y, rf=6%)1.51
Sharpe ratio (3Y, rf=6%)2.76
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryIncome
PlanRegular
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code135059
Earliest NAV date17-07-2015
Total NAV observations733
History last refreshed2026-09-05 03:23:25 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.