Sundaram Value Fund
Direct · Growth ₹231.14
21 Apr 2026
NAV
13.6%
3Y CAGR
12.9%
5Y CAGR
13.3%
10Y CAGR
13.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.11
Sharpe
-41.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.70 L | 16.6% | -61.4% | 90.7% |
| 3 Years | ₹36.00 L | ₹44.70 L | 13.4% | -26.6% | 31.1% |
| 5 Years | ₹60.00 L | ₹84.45 L | 12.7% | -11.9% | 23.6% |
| 10 Years | ₹1.20 Cr | ₹2.39 Cr | 13.3% | 9.8% | 16.0% |
Fund SIP vs NIFTY50 VALUE 20
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 16.6% | 2.2% | +14.4% |
| 3 Years | 13.4% | 11.4% | +2.0% |
| 5 Years | 12.7% | 11.3% | +1.4% |
| 10 Years | 13.3% | 13.3% | -0.0% |