Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Focused Fund ) / AMFI 119578

Sundaram Select Focus Direct Plan - Growth

Sundaram Mutual Fund • Open Ended Schemes ( Equity Scheme - Focused Fund ) • Direct Plan • Growth

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

Latest NAV (2021-12-24)
₹283.5119
AMFI Code / ISIN
119578 / INF903J01MV8
Category Peer Standing
#20 of 84 ranked peers in Open Ended Schemes ( Equity Scheme - Focused Fund ) by 3Y Sortino
Historical Track
2013-01-02 to 2021-12-24 (2,209 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
+25.73% p.a.
3Y CAGR
+18.05% p.a.
5Y CAGR
+18.51% p.a.
10Y CAGR
N/A
Since Inception CAGR
+13.44% p.a.
Sortino Ratio (3Y)
0.77
Sharpe Ratio (3Y)
0.57
Calmar Ratio
0.49
Annualized Volatility (3Y)
+20.21%
Maximum Drawdown
-36.69%
1Y / 3Y / 5Y Rolling Mean CAGR
+16.25% / +12.04% / +12.53%

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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