Sundaram Mutual FundIncomeAMFI:119555ISIN:N/ARTA:KFintech (KFin Technologies)
Sundaram Select Thematic Funds Capex Opportunities -Direct Plan - Growth Option
Latest NAV (4 Apr 2014)
₹17.0670
Total Scheme AUM₹20,335 Cr
Initiation Date2 Jan 2013
Recorded History1.3 Years
Min Monthly SIP₹500
Min Lumpsum₹1,000
Daily SIP OptionInfo Not Available
Newbie Plain-English Snapshot
What you need to know about Sundaram before investing
Diversified Investment Fund • Invests across vetted securities to generate risk-adjusted returns over time.
Money Made
₹9,214
₹10,000 grew at +-6.3% per year since inception.
Ride Comfort
Rollercoaster
Stay invested for 7+ years. Never panic sell during short-term market dips.
Annual Cost
₹75 / yr per ₹10,000
Fair fee for active professional fund management.
Ideal Horizon
3 to 5+ Years
Time needed for equity compounding to smooth out market downturns.
Notice: We are not investment advisors. This snapshot is an automated supporting tool created strictly for research and helping people understand mutual fund metrics independently. It does not constitute investment advice.
Latest NAVSpot NAV
₹17.0670
As of 4 Apr 2014
Full History ReturnAbsolute
-7.86%
Since 2 Jan 2013
CAGR (% p.a.)Annualized
-6.33%
Compounded Annualized
Maximum DrawdownHistorical Risk
-36.87%
Worst Peak-to-Trough Decline
₹10,000 Lumpsum GrowthLumpsum Value
₹9,214
Invested at Initiation (2 Jan 2013)
₹1,000 Monthly SIP GrowthSIP Value
₹18,515
Invested: ₹16,000 (+15.7%)
NAV History Trend
Showing 313 records (2 Jan 2013 to 4 Apr 2014)