Overview / Mutual Fund Discovery / Open Ended Schemes ( Growth ) / AMFI 119593

Sundaram Growth Fund - Direct Plan - Dividend Option

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

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

Latest NAV (2016-09-16)
₹10.8084
AMFI Code / ISIN
119593 / INF903J01MQ8
Category Peer Standing
#209 of 292 ranked peers in Open Ended Schemes ( Growth ) by 3Y Sortino
Historical Track
2013-01-02 to 2016-09-16 (910 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
+4.44% p.a.
3Y CAGR
-2.68% p.a.
5Y CAGR
N/A
10Y CAGR
N/A
Since Inception CAGR
-5.39% p.a.
Sortino Ratio (3Y)
-0.44
Sharpe Ratio (3Y)
-0.37
Calmar Ratio
-0.05
Annualized Volatility (3Y)
+25.13%
Maximum Drawdown
-49.83%
1Y / 3Y / 5Y Rolling Mean CAGR
-4.84% / -6.97% / N/A

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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