MF ExpertFund research
Sundaram Mutual FundIDFRegularGrowth

SUNDARAM FIXED TERM PLAN HC REGULAR PLAN GROWTH

Scheme code #135920 · IL&FS Mutual Fund

₹12.9159
Latest NAV
22-04-2019
0.07%
Day change
₹12.9159
52-week high
₹12.0043
52-week low
NAV history
Returns
1 month0.56%
3 months1.71%
6 months3.87%
1 year (absolute)7.51%
3 years (absolute)25.30%
5 years (absolute)
1Y CAGR7.48%
3Y CAGR7.81%
5Y CAGR
Since inception CAGR8.01%
Risk metrics
Volatility (1Y, annualized σ)0.47%
Volatility (3Y, annualized σ)0.79%
Max drawdown (1Y)-0.14%
Max drawdown (3Y)-0.52%
Max drawdown (all time)-0.52%
Sharpe ratio (1Y, rf=6%)3.39
Sharpe ratio (3Y, rf=6%)2.31
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeIL&FS Mutual Fund
Scheme categoryIDF
PlanRegular
OptionGrowth
ISIN (Growth)
ISIN (Div reinvest)
AMC codeS
Scheme code135920
Earliest NAV date04-01-2016
Total NAV observations796
History last refreshed2026-09-05 07:37:04 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.