Sundaram Select Focus(G)-Direct Plan

300.84 2.50 (0.84%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return13.7225.8751.9621.2218.2514.52
Category Avg14.3928.8260.2121.7518.2521.89
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX15.8826.2950.2820.8517.24-
NIFTY15.6726.4353.1920.5316.40-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20217.7211.83NA5.73
202018.356.4921.89-26.46
20193.43-1.296.126.89
20185.820.73-0.55-2.96
20176.164.377.8514.72
20165.303.73-4.69-3.16

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202012.98212917.16
201915.8162615.66
20182.862237.23
201737.192129.56
20160.8117173.47

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
IIFL Focused Equity Fund-Reg(G)31.4530-Oct-1466.4431.1519.5717.89
SBI Focused Equity Fund-Reg(G)248.7412-Oct-0470.2625.9218.7520.78
Principal Focused Multicap Fund(G)115.6017-Nov-0566.1425.7617.6716.6
Axis Focused 25 Fund-Reg(G)50.3105-Jul-1264.6825.0320.1418.98
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.2968
Semi Standard Deviation [%]0.5867
Beta [%]0.9403
Sharp Ratio [%]0.8633
R-Square [%]0.9713
Expense Ratio [%]1.2700
AVG Ratio [%]0.1685
Other Ratios
Jenson Ratio [%]0.0153
Treynor Ratio [%]0.1738
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0723
SORTINO Ratio [%]0.2684

Return Calculator

MARKET STATS As on 14/10/2021 As on 14/10/2021

18338.55 (0.97) 61305.95 (0.94)

TOP GAINERS

Company Price Change Gain (%)
Borosil276.2046.0019.98
Univastu India64.2510.7019.98

TOP LOSERS

Company Price Change Loss (%)
Suumaya Industries315.20-35.00-9.99
Arshiya38.25-4.20-9.89

Portfolio Comparison

MUTUAL FUND ACTIVITY