Sundaram Services Fund - Direct Plan - GROWTH
code 144835 Sectoral/Thematic direct plan · growth NAVs 2018-09-25 to 2026-11-09
Growth of ₹10,000
From 2018-09-25. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 5.34% | 2026-10-09 → 2026-11-09 |
| 3M | -0.69% | 2026-08-07 → 2026-11-09 |
| 6M | 6.79% | 2026-05-08 → 2026-11-09 |
| 1Y | 3.56% | 2025-11-07 → 2026-11-09 |
| 3Y | 14.43% | 2023-11-09 → 2026-11-09 |
| 5Y | 12.25% | 2021-11-09 → 2026-11-09 |
| 7Y | 18.53% | 2019-11-08 → 2026-11-09 |
| 10Y | - | |
| since inception | 18.69% | 2018-09-25 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| fund | 22.74% | 16.60% | 46.78% | 4.65% | 29.56% | 19.27% | 11.88% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 1,754 | 21.24% | 16.51% | -23.80% | 91.21% | 92% |
| 3 years | 1,259 | 22.36% | 21.49% | 11.82% | 37.36% | 100% |
| 5 years | 767 | 22.15% | 22.75% | 10.65% | 31.93% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 12.95% | 11.45% |
| volatility | 15.52% | 14.59% |
| max drawdown | -17.22% | -17.36% |
| downside deviation | 10.09% | 9.26% |
| Sharpe ratio | 0.48 | 0.43 |
| Sortino ratio | 0.74 | 0.67 |
| Calmar ratio | 0.75 | - |
Sector/theme fund: not ranked. Compare with its benchmark above.