Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Focused Fund ) / AMFI 103953

Sundaram Select Focus Institutional 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 (2019-12-17)
₹14.9156
AMFI Code / ISIN
103953 / INF903J01157
Category Peer Standing
#65 of 84 ranked peers in Open Ended Schemes ( Equity Scheme - Focused Fund ) by 3Y Sortino
Historical Track
2010-08-18 to 2019-12-17 (2,296 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
+9.40% p.a.
3Y CAGR
+7.54% p.a.
5Y CAGR
+2.45% p.a.
10Y CAGR
N/A
Since Inception CAGR
+2.65% p.a.
Sortino Ratio (3Y)
0.11
Sharpe Ratio (3Y)
0.08
Calmar Ratio
0.20
Annualized Volatility (3Y)
+12.76%
Maximum Drawdown
-37.16%
1Y / 3Y / 5Y Rolling Mean CAGR
+5.90% / +7.24% / +7.09%

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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