Sundaram Mutual FundEquity Scheme - Focused FundGrowth

Sundaram Select Focus Institutional Plan - Growth

Scheme code #108305 · Open Ended Schemes

₹289.7731

Latest NAV

24-12-2021

-0.44%

Day change

₹309.881

52-week high

₹230.5189

52-week low

NAV history

Returns

1 month	-2.52%
3 months	-4.77%
6 months	9.03%
1 year (absolute)	25.70%
3 years (absolute)	64.54%
5 years (absolute)	133.83%
1Y CAGR	25.72%
3Y CAGR	18.05%
5Y CAGR	18.51%
Since inception CAGR	9.87%

Risk metrics

Volatility (1Y, annualized σ)	15.46%
Volatility (3Y, annualized σ)	20.51%
Max drawdown (1Y)	-8.59%
Max drawdown (3Y)	-36.69%
Max drawdown (all time)	-51.05%
Sharpe ratio (1Y, rf=6%)	1.13
Sharpe ratio (3Y, rf=6%)	0.54

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Focused Fund
Plan	—
Option	Growth
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	108305
Earliest NAV date	24-04-2008
Total NAV observations	3,240
History last refreshed	2026-08-30 12:39:56 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.