Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Rank within Category |
---|---|---|---|---|---|
1 Week | 26-Feb-18 | 9959.00 | -0.41% | - | -/- |
1 Month | 05-Feb-18 | 10092.40 | 0.92% | - | -/- |
3 Month | 05-Dec-17 | 9921.00 | -0.79% | - | -/- |
6 Month | 05-Sep-17 | 11150.10 | 11.50% | - | -/- |
YTD | 01-Jan-18 | 9222.60 | -7.77% | - | -/- |
1 Year | 03-Mar-17 | 12937.90 | 29.38% | 29.20% | -/- |
2 Year | 04-Mar-16 | 17882.60 | 78.83% | 33.67% | -/- |
3 Year | 05-Mar-15 | 16663.70 | 66.64% | 18.54% | -/- |
Since Inception | 01-Sep-14 | 22414.40 | 124.14% | 25.86% | -/- |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 03-Mar-17 | 12000 | 13139.1 | 9.49 % | 18.08 % |
2 Year | 04-Mar-16 | 24000 | 30963.62 | 29.02 % | 26.68 % |
3 Year | 05-Mar-15 | 36000 | 50742.81 | 40.95 % | 23.64 % |
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.
This fund is inactive, so it does not have any stocks/debt in its current portfolio.
Scheme Name |
Crisil Rank |
Asset Size (Cr) |
1M |
3M |
6M |
1Y |
3Y |
---|---|---|---|---|---|---|---|
No Data Found |
Out of 42 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 3 is/are ranked 4 * , 12 is/are ranked 3 * , 4 is/are ranked 2 * , 3 is/are ranked 1 * , and 18 schemes are not ranked. See more about AMC
Scheme Name |
Crisil Rank |
Asset Size (Cr) |
1M |
3M |
6M |
1Y |
3Y |
---|---|---|---|---|---|---|---|
Sundaram Mid Cap Fund - Growth | 4 | 12595.54 | 2.26 | -0.05 | 17.76 | 0.36 | 21.49 |
Sundaram Large and Mid Cap Fund - Growth | 2 | 6789.22 | 2.20 | 0.03 | 13.63 | -1.38 | 14.25 |
Sundaram Aggressive Hybrid Fund - Growth | 3 | 6583.34 | 1.26 | -0.62 | 9.54 | 0.46 | 11.65 |
Sundaram Liquid Fund - Regular Plan - Growth | 3 | 5853.10 | 0.46 | 1.38 | 3.23 | 6.81 | 6.94 |
Sundaram Services Fund - Growth | NA | 4366.51 | 0.51 | -2.44 | 9.33 | 2.23 | 10.73 |
Sundaram Services Fund - Growth | NA | 4366.51 | 2.10 | -1.40 | 15.04 | 5.34 | 17.09 |
Sundaram Small Cap Fund - Growth | 3 | 3393.53 | 2.96 | -1.17 | 17.38 | -2.65 | 19.01 |
Sundaram Large Cap Fund - Regular Plan - Growth | 1 | 3391.41 | 1.47 | -1.10 | 8.53 | -2.84 | 11.49 |
Sundaram Multi Cap Fund - Growth | 2 | 2842.03 | 2.52 | 1.16 | 14.62 | 0.30 | 15.71 |
Sundaram Multi Asset Allocation Fund - Regular Plan - Growth | NA | 2664.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |