Sahara Wealth Plus Fund-Fixed Pricing Option-Direct vs Sundaram Select Micro Cap Series IV
A side-by-side look at the facts — returns, risk and NAV. Not a recommendation.
The facts, side by side
Latest NAV, trailing returns and risk measures for both funds, computed from daily NAV. A dash means the figure isn't available yet. Past performance is not indicative of future results.
| Metric | Sahara Wealth Plus Fund-Fixed Pricing Option-DirectSahara Mutual Fund | Sundaram Select Micro Cap Series IVSundaram Mutual Fund |
|---|---|---|
| Category | Growth | Growth |
| Latest NAV | ₹33.15as of 27 Mar 2020 | ₹29.54as of 11 Mar 2019 |
| 1-year return (CAGR) | -24.0% | -9.4% |
| 3-year return (CAGR) | -8.3% | +12.2% |
| 5-year return (CAGR) | -2.3% | — |
| Annualised volatility | 18.2% | 21.2% |
| Maximum drawdown | -36.1% | -26.8% |
What the numbers say
Each line states the same metric for both funds over a named period.
Over the trailing 3 years, Sahara Wealth Plus Fund-Fixed Pricing Option-Direct's annualised return (CAGR) was -8.3% versus Sundaram Select Micro Cap Series IV's 12.2%. Past performance is not indicative of future results.
Over the available NAV history, Sahara Wealth Plus Fund-Fixed Pricing Option-Direct's annualised volatility was 18.2% and Sundaram Select Micro Cap Series IV's was 21.2%.
Over the available NAV history, Sahara Wealth Plus Fund-Fixed Pricing Option-Direct's maximum drawdown was -36.1% and Sundaram Select Micro Cap Series IV's was -26.8%.
Sahara Wealth Plus Fund-Fixed Pricing Option-Direct is categorised as Growth and Sundaram Select Micro Cap Series IV as Growth.
These are historical facts computed from past NAV, stated for each period shown — not a recommendation, a ranking or a view on which fund is better for you.
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Frequently asked questions
Reviewed by Roohani Bangia · NISM-certified Mutual Fund Distributor · ARN-XXXXXX
Returns are direct-plan CAGR, and volatility and maximum drawdown are computed from daily NAV history (source: mfapi), as of each fund's latest NAV date, and are for information only. This page presents balanced facts side by side; it does not rank the funds, name a winner or recommend buying, selling or switching. Past performance is not indicative of future results. Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor, not a SEBI-registered Investment Adviser, and may earn commission on regular plans. Content here is for information only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
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