sectorVery high risk

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

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Sundaram Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹18.7324

▼ 0.44% 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

₹1.17 L

▲ ₹17.2k gain · 17.2% / year

Invested 3 years ago

₹1.43 L

▲ ₹43.0k gain · 12.7% / year

Invested 5 years ago

₹1.60 L

▲ ₹60.2k gain · 9.9% / 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

21.0%

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

Worst drop ever

-38.71%

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 year17.24%

CAGR — 3 years12.66%

CAGR — 5 years9.88%

CAGR — since launch7.38%

Volatility — 1 year (annualised)17.02%

Volatility — 3 years (annualised)21.00%

Max drawdown — 1 year-12.51%

Max drawdown — 3 years-36.69%

Sharpe ratio — 1 year (rf=6%)0.61

Sharpe ratio — 3 years (rf=6%)0.30

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Focused Fund
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119577
First price on record: 2 Jan 2013 · 2,208 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.