Overview / Mutual Fund Discovery / Open Ended Schemes ( Growth ) / AMFI 103211

Sundaram CAPEX Opportunities Fund-Growth

Sundaram Mutual Fund • Open Ended Schemes ( Growth ) • Regular Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2014-04-04)
₹16.9577
AMFI Code / ISIN
103211 / INF903J01231
Category Peer Standing
#270 of 292 ranked peers in Open Ended Schemes ( Growth ) by 3Y Sortino
Historical Track
2006-04-03 to 2014-04-04 (1,979 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+13.48% p.a.
3Y CAGR
-9.73% p.a.
5Y CAGR
+8.14% p.a.
10Y CAGR
N/A
Since Inception CAGR
+1.26% p.a.
Sortino Ratio (3Y)
-1.35
Sharpe Ratio (3Y)
-1.00
Calmar Ratio
-0.14
Annualized Volatility (3Y)
+16.19%
Maximum Drawdown
-70.82%
1Y / 3Y / 5Y Rolling Mean CAGR
+6.96% / -0.15% / -1.35%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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