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Sundaram Mutual FundGrowthDirectGrowth

Sundaram Select Small Cap Series V Direct Plan - Growth

Scheme code #141499 · Close Ended Schemes

₹14.1554
Latest NAV
23-06-2021
0.01%
Day change
₹14.1554
52-week high
₹9.1168
52-week low
NAV history
Returns
1 month2.32%
3 months3.75%
6 months19.21%
1 year (absolute)52.54%
3 years (absolute)42.45%
5 years (absolute)—
1Y CAGR52.59%
3Y CAGR12.50%
5Y CAGR—
Since inception CAGR9.07%
Risk metrics
Volatility (1Y, annualized σ)15.83%
Volatility (3Y, annualized σ)21.53%
Max drawdown (1Y)-7.17%
Max drawdown (3Y)-40.39%
Max drawdown (all time)-40.39%
Sharpe ratio (1Y, rf=6%)2.31
Sharpe ratio (3Y, rf=6%)0.29
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryGrowth
PlanDirect
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code141499
Earliest NAV date30-06-2017
Total NAV observations981
History last refreshed2026-09-05 14:14:45 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.