Overview / Mutual Fund Discovery / Open Ended Schemes ( Growth ) / AMFI 107351

Sundaram Energy 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 (2014-04-11)
₹7.3175
AMFI Code / ISIN
107351 / INF903J01DW5
Category Peer Standing
#239 of 292 ranked peers in Open Ended Schemes ( Growth ) by 3Y Sortino
Historical Track
2008-01-03 to 2014-04-11 (1,547 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
+10.50% p.a.
3Y CAGR
-2.63% p.a.
5Y CAGR
+7.50% p.a.
10Y CAGR
N/A
Since Inception CAGR
-5.16% p.a.
Sortino Ratio (3Y)
-0.73
Sharpe Ratio (3Y)
-0.54
Calmar Ratio
-0.04
Annualized Volatility (3Y)
+16.84%
Maximum Drawdown
-61.09%
1Y / 3Y / 5Y Rolling Mean CAGR
+1.79% / -1.29% / -0.22%

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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