Returns Performance

Lumpsum Returns Performance

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

-7.29%
Loss: -₹36,432
₹5,00,000 ₹4,63,569
1 Month
-4.62%
Loss: -₹23,098
₹5,00,000 ₹4,76,902
3 Months
8.10%
Gain: +₹40,493
₹5,00,000 ₹5,40,493
6 Months
1.85%
Gain: +₹9,263
₹5,00,000 ₹5,09,263
1 Year
15.02%
Gain: +₹2,60,601
₹5,00,000 ₹7,60,601
3 Years
14.74%
Gain: +₹4,94,712
₹5,00,000 ₹9,94,712
5 Years
18.17%
Gain: +₹11,10,354
₹5,00,000 ₹16,10,354
7 Years
12.81%
Gain: +₹11,69,646
₹5,00,000 ₹16,69,646
10 Years
16.62%
Gain: +₹45,20,360
₹5,00,000 ₹50,20,360
15 Years
15.16%
Gain: +₹85,37,105
₹5,00,000 ₹90,37,105
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.

6.41% XIRR
Gain: +₹36,728
₹3,60,000 ₹3,96,728
36 installments 3 Years
14.20% XIRR
Gain: +₹2,56,415
₹6,00,000 ₹8,56,415
60 installments 5 Years
15.18% XIRR
Gain: +₹14,55,909
₹12,00,000 ₹26,55,909
120 installments 10 Years
16.06% XIRR
Gain: +₹49,67,452
₹18,00,000 ₹67,67,452
180 installments 15 Years
15.82% XIRR
Gain: +₹1,34,19,847
₹24,60,000 ₹1,58,79,847
246 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
Mid Cap Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹1,400.3048
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

5000 data points
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