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Sundaram Gilt Fund - Direct Plan - Growth Option (defunct)

Sundaram Mutual Fund · Debt · mandate: ≥80% in government securities · benchmark: —
AUM (all plans)
—
CAGR (full)
—
Sharpe (full)
—
Sharpe (bull ≤Sep-24)
—
Sharpe (sideways Oct-24→)
—
Max drawdown
-3.3%
Months of data
62
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

201320142015201620172018100131161Fund (NAV=100)Risk-free 6%/yrCategory median (Gilt Fund)

Drawdown

201320142015201620172018-3-20Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY22———0
FY23———0
FY24———0
FY25———0
FY26———0
FY27*———0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013+1.0+1.7+3.2+1.8+1.8+1.2+1.2+1.5+1.0+1.0+16.5
2014+1.1+0.6+0.6+1.0+0.7+0.6+0.9+0.5+0.6+2.1+1.8+1.8+12.9
2015+2.0+0.3+0.3-0.3+0.2-0.6+1.0+0.8+2.2-0.1-0.6+0.2+5.4
2016-0.0-0.2+2.3+0.9+0.3+0.7+2.5+1.1+1.3+0.7+4.1-1.6+12.5
2017+1.0-2.1+0.9-0.4+1.6+1.9+0.3+0.4-0.1-0.1-0.6-0.9+1.8
2018-0.6-0.6+1.3-1.8-1.7

Quarterly average AUM & estimated net flows

20132014201520162017201802550AUM (quarter avg), ₹cr
-1018
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.