Sundaram Focused Fund
Direct · Growth ₹187.18
04 Aug 2026
NAV
15.2%
3Y CAGR
15.2%
5Y CAGR
15.0%
10Y CAGR
15.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.50
Sharpe
-32.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.71 L | 17.3% | -46.3% | 92.4% |
| 3 Years | ₹36.00 L | ₹44.01 L | 14.8% | -14.5% | 37.8% |
| 5 Years | ₹60.00 L | ₹86.93 L | 15.1% | -3.9% | 25.8% |
| 7 Years | ₹84.00 L | ₹1.48 Cr | 15.5% | 1.7% | 22.2% |
| 10 Years | ₹1.20 Cr | ₹2.67 Cr | 15.5% | 12.0% | 19.0% |
| 12 Years | ₹1.44 Cr | ₹3.71 Cr | 14.8% | 12.2% | 17.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 17.3% | 14.5% | 17.0% | +2.8% |
| 3 Years | 14.8% | 11.2% | 16.4% | +3.6% |
| 5 Years | 15.1% | 10.4% | 15.3% | +4.6% |
| 7 Years | 15.5% | 10.6% | 15.2% | +5.0% |
| 10 Years | 15.5% | 11.5% | 15.8% | +4.1% |
| 12 Years | 14.8% | 11.4% | 15.3% | +3.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.6% | 12.7% | -22.0% | 85.8% | 0.55 | 1.99 | 83% | — | — |
| 3 Years | 15.2% | 15.1% | -1.9% | 30.1% | 1.64 | 12.16 | 100% | — | — |
| 5 Years | 15.2% | 15.6% | 1.5% | 26.0% | 2.02 | 26.90 | 100% | — | — |
| 10 Years | 15.0% | 14.8% | 12.3% | 17.6% | 7.50 | — | 100% | — | — |
-32.8%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-5.0%
Avg Drawdown
Calmar Ratio by Duration
0.51
1Y
0.46
3Y
0.46
5Y
0.45
7Y
0.46
10Y
0.47
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.42 | 0.91 | 92.2% | 84.5% | 6.2% | 0.2% |
| 3 Years | +3.75 | 0.93 | 94.5% | 89.0% | 12.2% | 8.5% |
| 5 Years | +2.43 | 0.95 | 94.3% | 90.8% | 11.3% | 9.0% |
| 7 Years | +5.02 | 0.91 | 93.1% | 87.6% | 17.0% | 12.5% |
| 10 Years | +3.23 | 0.92 | 94.0% | 90.1% | 14.1% | 11.2% |
| 12 Years | +3.46 | 0.93 | 94.6% | 90.4% | 13.4% | 10.3% |
| 15 Years | +3.03 | 0.93 | 95.0% | 91.0% | 12.7% | 9.9% |
28
Total Holdings
53.6%
Top 10 Weight
16
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd | 7.96% |
| 2 | ICICI Bank Ltd | 7.00% |
| 3 | Bharti Airtel Ltd | 6.07% |
| 4 | TVS Motor Company Ltd | 5.51% |
| 5 | Craftsman Automation Ltd | 5.45% |
| 6 | Happy Forgings Ltd | 5.37% |
| 7 | Kotak Mahindra Bank Ltd | 4.91% |
| 8 | Triveni Turbine Ltd | 3.88% |
| 9 | Avenue Supermarts Ltd | 3.80% |
| 10 | Apollo Hospitals Enterprise Ltd | 3.70% |