Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Focused Fund ) / AMFI 101536

Sundaram Select Focus Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Mutual Fund • Open Ended Schemes ( Equity Scheme - Focused Fund ) • Regular Plan • IDCW

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2021-12-24)
₹17.3020
AMFI Code / ISIN
101536 / INF903J01124
Category Peer Standing
#50 of 84 ranked peers in Open Ended Schemes ( Equity Scheme - Focused Fund ) by 3Y Sortino
Historical Track
2006-04-03 to 2021-12-24 (3,875 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+16.10% p.a.
3Y CAGR
+11.53% p.a.
5Y CAGR
+8.51% p.a.
10Y CAGR
+7.95% p.a.
Since Inception CAGR
-1.03% p.a.
Sortino Ratio (3Y)
0.32
Sharpe Ratio (3Y)
0.24
Calmar Ratio
0.16
Annualized Volatility (3Y)
+20.69%
Maximum Drawdown
-70.48%
1Y / 3Y / 5Y Rolling Mean CAGR
+3.57% / +1.12% / +1.40%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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