FundLens
25
FocusedAvoid

Sundaram Focused

Sundaram · Direct–Growth · rank #24 / 28 Smart Score ke hisaab se

Data updated

Sundaram Focused ka score 25/100 hai — 28 mein #24 Focused fund (Avoid). Kamzori: 5 saal ka return (category mein 20th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
0.6%
+1.7% index ke muqable
3 saal
10.6%
-1.0% index ke muqable
5 saal
11.0%
-0.7% index ke muqable
Launch se
13.8%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2016
0.8%
2017
37.1%
2018
2.9%
2019
15.8%
2020
13.0%
2021
23.8%

Risk metrics

Sharpe ratio
0.57
↑ jitna zyada, utna accha
Sortino ratio
0.76
↑ jitna zyada, utna accha
Std deviation
20.29
↓ jitna kam, utna accha
Alpha
-9.53
↑ jitna zyada, utna accha
Beta
0.98
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.