All Funds
Equity Scheme - Focused FundSundaram Mutual Fund

Sundaram Select Focus Regular Plan - Growth

₹264.9676▼ 1.1844 (0.45%)

Scheme Type

Open Ended Schemes

Category

Equity Scheme - Focused Fund

Fund House

Sundaram Mutual Fund

ISIN

N/A

Data Points

3874 NAV records

NAV as of 24-12-2021

NAV History

+53.08%

365 data points · Period: 1Y

Returns

CAGR

1M

—

3M

—

6M

—

1Y

—

3Y

—

5Y

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹15,308

+53.1%

3Y Ago

₹17,065

+70.6%

5Y Ago

₹22,847

+128.5%

Past performance ≠ future results

Fund Analytics

Score: 59.9 / 100

Performance

Total Returns

Simple return over period

+24.49%

CAGR

Compound annual growth rate

+24.49%

Growth of ₹10K

Hypothetical investment value

₹12,449

SIP XIRR

SIP internal rate of return

+16.63%
Risk

Volatility (Ann.)

Std deviation of returns

15.40%LOW

Max Drawdown

Worst peak-to-trough

-8.74%

Sharpe Ratio

Risk-adjusted return

1.20GOOD

Sortino Ratio

Downside risk-adjusted return

1.71GOOD
Benchmark

Beta

Market sensitivity

0.96DEF

Alpha

Excess return vs benchmark

-50.83%

Tracking Error

Deviation from benchmark

3.06%

Information Ratio

Alpha per unit tracking error

-16.61

Treynor Ratio

Return per unit systematic risk

19.20
Capture

Upside Capture

Participation in market gains

95.40%

Downside Capture

Participation in market losses

94.89%
Rolling Returns

1Y Rolling CAGR

Avg 46.5% (23.6% – 70.2%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2021-12-24

vs Nifty 50

Pre-computed
PeriodFundNifty 50Alpha
1Y+24.5%+78.0%
-50.8%
3Y——
—
5Y——
—
Beta
1Y: 0.963Y: —5Y: —

Underperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled
₹500₹1L
Period
Return (%)•

Invested

₹3,00,000

Wealth Gained

₹2,02,529

Total Value

₹5,02,529

*Based on historical CAGR. Projections are illustrative, not guaranteed