Sundaram Focused Fund
Direct · Growth ₹178.68
19 Jun 2026
NAV
15.2%
3Y CAGR
15.3%
5Y CAGR
15.1%
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.
7.54
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 | ₹12.72 L | 17.4% | -46.3% | 92.4% |
| 3 Years | ₹36.00 L | ₹44.05 L | 14.9% | -14.5% | 37.8% |
| 5 Years | ₹60.00 L | ₹87.07 L | 15.1% | -3.9% | 25.8% |
| 7 Years | ₹84.00 L | ₹1.48 Cr | 15.6% | 1.7% | 22.2% |
| 10 Years | ₹1.20 Cr | ₹2.68 Cr | 15.6% | 12.0% | 19.0% |
| 12 Years | ₹1.44 Cr | ₹3.72 Cr | 14.9% | 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 | 17.4% | 14.5% | 17.2% | +2.9% |
| 3 Years | 14.9% | 11.2% | 16.6% | +3.7% |
| 5 Years | 15.1% | 10.5% | 15.6% | +4.7% |
| 7 Years | 15.6% | 10.6% | 15.2% | +5.0% |
| 10 Years | 15.6% | 11.5% | 15.8% | +4.1% |
| 12 Years | 14.9% | 11.4% | 15.4% | +3.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.8% | 12.9% | -22.0% | 85.8% | 0.56 | 2.02 | 83% | — | — |
| 3 Years | 15.2% | 15.1% | -1.9% | 30.1% | 1.64 | 12.15 | 100% | — | — |
| 5 Years | 15.3% | 15.7% | 1.5% | 26.0% | 2.03 | 26.86 | 100% | — | — |
| 10 Years | 15.1% | 14.9% | 12.3% | 17.6% | 7.54 | — | 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
0.47
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 | +4.86 | 0.91 | 93.8% | 86.6% | 2.5% | -3.1% |
| 3 Years | +3.38 | 0.93 | 94.2% | 89.3% | 11.8% | 8.6% |
| 5 Years | +2.61 | 0.95 | 94.6% | 90.9% | 11.3% | 8.8% |
| 7 Years | +8.45 | 0.01 | 78.1% | 79.3% | 15.0% | 10.8% |
| 10 Years | +7.50 | 0.03 | 82.6% | 83.5% | 14.2% | 11.3% |
| 12 Years | +6.47 | 0.06 | 84.8% | 85.1% | 13.2% | 10.1% |
| 15 Years | +5.57 | 0.07 | 86.2% | 86.2% | 12.3% | 9.7% |
29
Total Holdings
53.1%
Top 10 Weight
17
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd | 7.70% |
| 2 | ICICI Bank Ltd | 6.63% |
| 3 | Bharti Airtel Ltd | 6.21% |
| 4 | TVS Motor Company Ltd | 5.54% |
| 5 | Craftsman Automation Ltd | 5.42% |
| 6 | Happy Forgings Ltd | 5.02% |
| 7 | Kotak Mahindra Bank Ltd | 4.99% |
| 8 | Triveni Turbine Ltd | 4.32% |
| 9 | Avenue Supermarts Ltd | 3.64% |
| 10 | Apollo Hospitals Enterprise Ltd | 3.61% |