sectorHigh risk

Sundaram Select Focus-Inst Dividend

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Sundaram Mutual Fund. It's been running since 18 Aug 2010.

Latest price per unit

₹14.9156

▲ 0.74% today

As of 17 Dec 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.09 L

▲ ₹9.4k gain · 9.4% / year

Invested 3 years ago

₹1.24 L

▲ ₹24.4k gain · 7.5% / year

Invested 5 years ago

₹1.13 L

▲ ₹12.9k gain · 2.5% / 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

12.8%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-37.16%

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 year9.40%

CAGR — 3 years7.54%

CAGR — 5 years2.45%

CAGR — since launch2.65%

Volatility — 1 year (annualised)13.53%

Volatility — 3 years (annualised)12.81%

Max drawdown — 1 year-10.06%

Max drawdown — 3 years-17.18%

Sharpe ratio — 1 year (rf=6%)0.24

Sharpe ratio — 3 years (rf=6%)0.12

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Focussed Fund
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 103953
First price on record: 18 Aug 2010 · 2,241 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.