Returns Performance

Lumpsum Returns Performance

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

-6.28%
Loss: -₹31,378
₹5,00,000 ₹4,68,622
1 Month
-1.69%
Loss: -₹8,437
₹5,00,000 ₹4,91,563
3 Months
13.08%
Gain: +₹65,377
₹5,00,000 ₹5,65,377
6 Months
3.50%
Gain: +₹17,500
₹5,00,000 ₹5,17,500
1 Year
11.76%
Gain: +₹1,97,705
₹5,00,000 ₹6,97,705
3 Years
10.16%
Gain: +₹3,11,431
₹5,00,000 ₹8,11,431
5 Years
14.19%
Gain: +₹7,66,420
₹5,00,000 ₹12,66,420
7 Years
13.34%
Gain: +₹12,49,307
₹5,00,000 ₹17,49,307
10 Years
13.86%
Gain: +₹30,06,350
₹5,00,000 ₹35,06,350
15 Years
11.85%
Gain: +₹39,84,151
₹5,00,000 ₹44,84,151
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.

6.00% XIRR
Gain: +₹34,317
₹3,60,000 ₹3,94,317
36 installments 3 Years
10.32% XIRR
Gain: +₹1,77,808
₹6,00,000 ₹7,77,808
60 installments 5 Years
13.15% XIRR
Gain: +₹11,83,069
₹12,00,000 ₹23,83,069
120 installments 10 Years
13.92% XIRR
Gain: +₹38,14,490
₹18,00,000 ₹56,14,490
180 installments 15 Years
12.93% XIRR
Gain: +₹73,89,851
₹23,50,000 ₹97,39,851
235 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
Large & Mid Cap Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹88.0185
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

4807 data points
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