MF ExpertFund research
Sundaram Mutual FundEquity Scheme - Focussed FundDividend

Sundaram Select Focus-Inst Dividend

Scheme code #103953 · Open Ended Schemes

₹14.9156
Latest NAV
17-12-2019
0.74%
Day change
₹14.9156
52-week high
₹12.9065
52-week low
NAV history
Returns
1 month2.00%
3 months12.61%
6 months5.73%
1 year (absolute)9.39%
3 years (absolute)24.39%
5 years (absolute)12.89%
1Y CAGR9.40%
3Y CAGR7.54%
5Y CAGR2.45%
Since inception CAGR2.65%
Risk metrics
Volatility (1Y, annualized σ)13.53%
Volatility (3Y, annualized σ)12.81%
Max drawdown (1Y)-10.06%
Max drawdown (3Y)-17.18%
Max drawdown (all time)-37.16%
Sharpe ratio (1Y, rf=6%)0.24
Sharpe ratio (3Y, rf=6%)0.12
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryEquity Scheme - Focussed Fund
Plan
OptionDividend
ISIN (Growth)
ISIN (Div reinvest)
AMC codeS
Scheme code103953
Earliest NAV date18-08-2010
Total NAV observations2,241
History last refreshed2026-09-06 20:48:16 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.