Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
70/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Only 3.0 years of history — too short to judge through a full cycle
Investment Checklist
3 / 3 checks passed
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹12.64
As of
14 Jul 2021
Fund History Available
3.0 yrs
Since-Inception Return (CAGR)
8.1%
Only 3.0 yrs of history available — no clean 1Y/3Y/5Y figure yet
Annualized Volatility
1.1%
Relatively stable
Sharpe Ratio (est.)
1.18
Good risk-adj. return
Max Drawdown
-1.2%
Contained
Category
IDF
Fund House
Sundaram Mutual Fund
Category Peer Comparison
Scheme
1Y Return
IDFC GSF - Investment Plan - Growth
—
IDFC-Money Manager Fund - Growth
—
IDFC-SSIF-Investment Plan B- GROWTH
—
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,36,128
Estimated Gain
₹1,36,128
Watch Items
This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
