Returns Performance

Lumpsum Returns Performance

One time Investment of ₹5,00,000 calculated using actual historical NAV.

-5.88%
Loss: -₹29,411
₹5,00,000 ₹4,70,589
1 Month
-6.20%
Loss: -₹30,978
₹5,00,000 ₹4,69,022
3 Months
7.14%
Gain: +₹35,689
₹5,00,000 ₹5,35,689
6 Months
1.02%
Gain: +₹5,097
₹5,00,000 ₹5,05,097
1 Year
9.55%
Gain: +₹1,57,280
₹5,00,000 ₹6,57,280
3 Years
11.39%
Gain: +₹3,57,679
₹5,00,000 ₹8,57,679
5 Years
13.07%
Gain: +₹6,81,896
₹5,00,000 ₹11,81,896
7 Years
12.25%
Gain: +₹10,88,490
₹5,00,000 ₹15,88,490
10 Years
12.99%
Gain: +₹26,26,057
₹5,00,000 ₹31,26,057
15 Years
13.54%
Gain: +₹46,12,986
₹5,00,000 ₹51,12,986
Since Inception
Performance Illustration
  • Lump-sum investment: ₹5,00,000
  • SIP investment: ₹10,000 per month
  • Values are calculated using actual historical NAV based on the selected investment period.
  • Current valuation is based on the latest available NAV.

SIP Performance Illustration

Monthly SIP of ₹10,000 calculated using actual historical NAV.

3.47% XIRR
Gain: +₹19,582
₹3,60,000 ₹3,79,582
36 installments 3 Years
10.06% XIRR
Gain: +₹1,72,891
₹6,00,000 ₹7,72,891
60 installments 5 Years
12.65% XIRR
Gain: +₹11,19,546
₹12,00,000 ₹23,19,546
120 installments 10 Years
13.09% XIRR
Gain: +₹34,30,672
₹18,00,000 ₹52,30,672
180 installments 15 Years
12.94% XIRR
Gain: +₹59,98,315
₹22,00,000 ₹81,98,315
220 installments Since Inception

XIRR is calculated from the actual dates and values of all SIP cash flows. Illustrations are not return guarantees.

Fund Information

AMC
Sundaram Mutual Fund
Benchmark
—
Category
Equity
Sub Category
Sectoral/ Thematic
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹102.6841
Exit Load
Refer to scheme factsheet.

Investment Calculator

Results use this scheme’s actual historical NAV data. They are illustrations, not return guarantees.

NAV History Chart

4501 data points
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