Sundaram Mutual FundGrowthDirectGrowth

Sundaram Emerging Small Cap Series IV Direct Plan - Growth

Scheme code #143506 · Close Ended Schemes

₹20.0629

Latest NAV

12-06-2023

-0.26%

Day change

₹21.0192

52-week high

₹16.3999

52-week low

NAV history

Returns

1 month	0.17%
3 months	0.80%
6 months	-2.01%
1 year (absolute)	13.46%
3 years (absolute)	165.45%
5 years (absolute)	—
1Y CAGR	13.39%
3Y CAGR	38.49%
5Y CAGR	—
Since inception CAGR	14.85%

Risk metrics

Volatility (1Y, annualized σ)	9.94%
Volatility (3Y, annualized σ)	15.77%
Max drawdown (1Y)	-7.84%
Max drawdown (3Y)	-16.96%
Max drawdown (all time)	-41.48%
Sharpe ratio (1Y, rf=6%)	1.00
Sharpe ratio (3Y, rf=6%)	1.72

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Close Ended Schemes
Scheme category	Growth
Plan	Direct
Option	Growth
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	143506
Earliest NAV date	14-06-2018
Total NAV observations	1,230
History last refreshed	2026-09-05 19:06:32 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.