sectorVery high risk

Sundaram Select Focus Regular Plan - Growth

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Sundaram Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹264.9676

▼ 0.45% today

As of 24 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.25 L

▲ ₹24.5k gain · 24.5% / year

Invested 3 years ago

₹1.60 L

▲ ₹60.3k gain · 17.0% / year

Invested 5 years ago

₹2.22 L

▲ ₹1.22 L gain · 17.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

20.5%

The value swings roughly 21% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-61.42%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year24.51%

CAGR — 3 years17.02%

CAGR — 5 years17.29%

CAGR — since launch10.78%

Volatility — 1 year (annualised)15.46%

Volatility — 3 years (annualised)20.51%

Max drawdown — 1 year-8.74%

Max drawdown — 3 years-36.74%

Sharpe ratio — 1 year (rf=6%)1.07

Sharpe ratio — 3 years (rf=6%)0.49

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Focused Fund
Plan: Regular
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 101537
First price on record: 3 Apr 2006 · 3,873 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.