Merger of Capex & Energy OpportunitiesSundaram Mutual Fund

Sundaram Rural and Consumption Fund Inst Dividend

₹31.9314▲ 0.1329 (0.42%)

Scheme Type

129210;INF903J01F76;INF903J01F84;Sundaram Infrastructure Advantage Fund

NAV History

-10.25%

365 data points · Period:1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹8,975

-10.2%

3Y Ago

₹15,689

+56.9%

5Y Ago

₹20,554

+105.5%

Past performance ≠ future results

Fund Analytics

Score: 39.9 / 100

Performance

Total Returns

Simple return over period

-14.59%

CAGR

Compound annual growth rate

-14.59%

Growth of ₹10K

Hypothetical investment value

₹8,541

SIP XIRR

SIP internal rate of return

-15.93%

Risk

Volatility (Ann.)

Std deviation of returns

14.06%LOW

Max Drawdown

Worst peak-to-trough

-25.33%

Sharpe Ratio

Risk-adjusted return

-1.46POOR

Sortino Ratio

Downside risk-adjusted return

-2.07POOR

Benchmark

Beta

Market sensitivity

0.90DEF

Alpha

Excess return vs benchmark

-160.36%

Tracking Error

Deviation from benchmark

8.70%

Information Ratio

Alpha per unit tracking error

-18.44

Treynor Ratio

Return per unit systematic risk

-22.80

Capture

Upside Capture

Participation in market gains

76.40%

Downside Capture

Participation in market losses

107.37%

Rolling Returns

1Y Rolling CAGR

Avg 15.2% (-20.0% – 61.5%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2018-11-30

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-14.6%+160.7%

-160.4%

3Y+6.5%+50.1%

-38.2%

5Y+13.6%+34.4%

-17.6%

Beta

1Y:0.903Y:0.885Y:0.89

Underperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,61,247

Total Value

₹4,61,247

*Based on historical CAGR. Projections are illustrative, not guaranteed