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Sundaram Mutual Fund

Sundaram Select Micro Cap Series XVII Direct Plan

GrowthOtherDirect · Growth
Latest NAV
₹15.04
as of 13 Oct 2022
Performance

Historical returns (direct plan)

Annualised CAGR computed from daily NAV, as of the latest published value. Past performance is not indicative of future results.

23 Oct 2017 · ₹10,00013 Oct 2022 · ₹15,019
Illustrative growth of ₹10,000 invested at the start of available NAV history (23 Oct 2017) through 13 Oct 2022, direct plan. Based on past NAV; not a projection. Past performance is not indicative of future results.
Trailing annualised returns for Sundaram Select Micro Cap Series XVII Direct Plan (direct plan), CAGR from daily NAV, as of 13 Oct 2022.
PeriodReturn (CAGR)
1 year-3.0%
3 years+30.1%
5 years
Category fact

Among 86 Growth funds we track with a 3-year record, Sundaram Select Micro Cap Series XVII Direct Plan's 3-year return ranks #9 — in the top 10% of that peer set. This is a factual ranking from historical NAV, not a rating or a recommendation.

Calendar-year returns (direct plan), computed from year-end NAV. Past performance is not indicative of future results.
YearReturn
2022(YTD)-2.1%
2021+74.8%
2020+23.3%
2019-12.2%
2018-26.6%
From past NAV

Risk & consistency

Historical measures of how this fund's NAV has moved — facts computed from daily NAV, not a rating or a risk label. Past performance is not indicative of future results.

Annualised volatility
26.9%

Based on monthly NAV moves over the available history.

Maximum drawdown
-60.2%

peak 15 Jan 2018 → trough 24 Mar 2020

3-year rolling returns for Sundaram Select Micro Cap Series XVII Direct Plan (direct plan): annualised CAGR stepped monthly across 24 overlapping 3-year windows from daily NAV. Past performance is not indicative of future results.
3-year windowAnnualised return
Best+30.8%
Worst-11.2%
Average+14.1%
Windows that were positive79.2% of 24

Computed from published daily NAV history (direct plan). Past performance is not indicative of future results.

Historical illustration

SIP outcome (historical)

See what a fixed monthly SIP would have grown to over this fund's past NAV history. This is a factual look-back, not a projection.

Enter a monthly amount and holding period to compute what that SIP would have grown to, using Sundaram Select Micro Cap Series XVII Direct Plan's past month-end NAV up to 13 Oct 2022.

Try a monthly SIP
₹500₹5,000/mo₹1,00,000
5 years
1 year5 years
Historical illustrationbased on this fund's past NAV

If you had invested ₹5,000 every month in Sundaram Select Micro Cap Series XVII Direct Plan for the last 5 years, it would have grown to ₹5,01,524 as of 2022-10-13.

₹3,00,000
Total invested
5 years of monthly SIPs
₹5,01,524
Value
as of 2022-10-13
+67.2%
Absolute return
total gain on money put in
+21.3%
Annualised (XIRR)
money-weighted, per year

Historical illustration based on this fund's past NAV (direct plan) as of 2022-10-13. Not a projection or a recommendation. Past performance is not indicative of future results.

This is a historical illustration computed from past NAV — what a SIP would have grown to over the window shown, not a projection or an expectation of future value. Past performance is not indicative of future results.

Read it right

How to use these numbers

  • Compare returns within the same category (Growth) — comparing a growth fund to a different mandate isn't like-for-like.
  • Weight the longest period you can. One strong year can flatter a fund; three- and five-year figures show more.
  • The growth curve and calendar-year rows are the same NAV history, read two ways — a smooth trailing view and the year-by-year swings behind it.
  • These are facts, not a recommendation. Nothing here says buy, hold or sell Sundaram Select Micro Cap Series XVII Direct Plan.
Talk it through

Not sure if it fits you?

A NISM-certified planner in Faridabad / Delhi NCR can put a fund like this in the context of your goals and risk profile — free.

Frequently asked questions

The latest published NAV of Sundaram Select Micro Cap Series XVII Direct Plan (direct plan) is ₹15.04 as of 13 Oct 2022. NAV is the net asset value per unit — the price at which one unit of the fund is valued. It changes each business day with the fund's underlying holdings.

Reviewed by Roohani Bangia · NISM-certified Mutual Fund Distributor · ARN-XXXXXX · Updated 13 Oct 2022

Returns are direct-plan CAGR and calendar-year figures computed from daily NAV (source: mfapi), as of the fund's latest NAV date, and are for information only. 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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