Overview / Mutual Fund Discovery / Open Ended Schemes ( Growth ) / AMFI 112063

Sundaram Growth Fund- Inst Dividend

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

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

Latest NAV (2016-09-16)
₹11.3979
AMFI Code / ISIN
112063 / INF903J01363
Category Peer Standing
#207 of 292 ranked peers in Open Ended Schemes ( Growth ) by 3Y Sortino
Historical Track
2010-10-20 to 2016-09-16 (1,398 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
+4.41% p.a.
3Y CAGR
-2.18% p.a.
5Y CAGR
-0.02% p.a.
10Y CAGR
N/A
Since Inception CAGR
-0.55% p.a.
Sortino Ratio (3Y)
-0.42
Sharpe Ratio (3Y)
-0.35
Calmar Ratio
-0.04
Annualized Volatility (3Y)
+24.73%
Maximum Drawdown
-49.11%
1Y / 3Y / 5Y Rolling Mean CAGR
-0.39% / +1.38% / -2.58%

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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