Mutual Funds
›
Thematic
›
Sundaram Select Thematic Funds Capex Opportunities -Direct Plan - Growth Option
Thematic · Thematic
Sundaram Select Thematic Funds Capex Opportunities -Direct Plan - Growth Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
-0.8
Return per unit of risk · rf 6.5%
Sortino (3Y)
-1.27
Downside-only Sharpe
Max Drawdown
-36.9%
Peak-to-trough · full history
Vol (3Y)
16.2%
Annualised σ of daily returns
Positive Days
51%
Smoothness proxy
This fund has delivered negative risk-adjusted returns over the last 3 years (Sharpe -0.8). Its worst peak-to-trough drop over the full history was 36.9% (large drawdowns) between 2013-01-04 and 2013-08-28. About 51% of trading days closed up. Profile: risk-on with weak risk-adjusted return.
YTD
+0.0%
Calendar YTD
1 Year
+0.0%
Trailing 12 mo
3 Year
+0.0%
CAGR
5 Year
+0.0%
CAGR
10 Year
+0.0%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
Not enough NAV history yet to compute rolling windows. Fund needs at least 3 years on file.
🏁 Peer Comparison · Top in Thematic
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Nippon India Taiwan Equity Fund
Nippon India Mutual Fund
|
+120.3% | +63.1% | — | — |
|
HDFC Defence Fund
HDFC Mutual Fund
|
+20.0% | +37.6% | — | — |
|
Mirae Asset Healthcare Fund
Mirae Asset Mutual Fund
|
+18.9% | +23.1% | +16.3% | — |
|
ICICI Prudential Healthcare Fund - Direct Plan - Cumulative
ICICI Prudential Mutual Fund
|
+5.6% | +22.2% | +16.5% | — |
|
Nippon India Japan Equity Fund
Nippon India Mutual Fund
|
+28.2% | +21.1% | +10.0% | — |
|
Nippon India Japan Equity Fund - Direct Plan - Bonus Option
Nippon India Mutual Fund
|
+28.2% | +21.1% | +10.0% | — |
|
Sundaram Select Thematic Funds Capex Opportunities (this fund)
Sundaram Mutual Fund
|
+0.0% | +0.0% | +0.0% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.