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Sundaram Mutual FundEquity Scheme - Focused FundRegularIDCW

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

Scheme code #101536 · Open Ended Schemes

₹17.302
Latest NAV
24-12-2021
-0.44%
Day change
₹18.5354
52-week high
₹14.6592
52-week low
NAV history
Returns
1 month-2.60%
3 months-5.00%
6 months8.49%
1 year (absolute)16.09%
3 years (absolute)38.75%
5 years (absolute)50.45%
1Y CAGR16.10%
3Y CAGR11.53%
5Y CAGR8.51%
Since inception CAGR-1.03%
Risk metrics
Volatility (1Y, annualized σ)17.02%
Volatility (3Y, annualized σ)21.01%
Max drawdown (1Y)-12.70%
Max drawdown (3Y)-36.74%
Max drawdown (all time)-70.48%
Sharpe ratio (1Y, rf=6%)0.55
Sharpe ratio (3Y, rf=6%)0.25
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryEquity Scheme - Focused Fund
PlanRegular
OptionIDCW
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeS
Scheme code101536
Earliest NAV date03-04-2006
Total NAV observations3,873
History last refreshed2026-08-30 12:54:11 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.