FocusedAvoid

Sundaram Focused

Sundaram · Direct–Growth · rank #24 of 28 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)

1 Year

1.7%

+1.1% vs index

3 Years

11.0%

-1.3% vs index

5 Years

11.0%

-0.9% vs index

Since launch

13.8%

last entry = YTD

2016

+0.8%—

2017

+37.1%—

2018

+2.9%—

2019

+15.8%—

2020

+13.0%—

2021

+23.8%-6.9% vs index

Sundaram Focused scores 24/100 — #24 of 28 Focused fund (Avoid). The main drag is its 5y return (better than only 20% of peers).

Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.

5Y return11.03% · 20th percentile in category

3Y return10.96% · 20th percentile in category

Volatility20.29 · 2nd percentile in category

Alpha-9.53 · 2nd percentile in category

Expense ratio1.36% · 13th percentile in category

Fund size1053.04 Cr · 27th percentile in category