Sundaram Focused Fund Direct Growth

Scheme code: INF173K01EK6 NAV value: ₹ 162.9646 NAV date: 19 March, 2026 TER: 1.25%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-21.97	85.82	13.25	17.11	11.31
3 year	-1.94	30.14	15.29	15.25	16.76
5 year	1.46	26.01	15.88	15.38	15.84
7 year	8.81	18.25	14.98	14.86	14.78
10 year	12.28	17.57	15.04	15.15	15.69
12 year	14.10	17.30	15.80	15.85	16.89

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.11
3 year	6.28	30.95	15.04	15.25
5 year	8.38	26.02	14.22	15.38
7 year	10.18	15.62	12.93	14.86
10 year	11.42	12.93	12.18	15.15
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	17.11
3 year	6.56	19.64	13.57	15.25
5 year	9.22	12.29	10.75	15.38

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.11
3 year	7.68	21.49	15.06	15.25
5 year	10.37	13.5	11.93	15.38

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	17.11
3 year	8.04	32.03	17.81	15.25
5 year	8.18	28.64	15.34	15.38
7 year	10.64	16.42	13.77	14.86
10 year	12.56	14.06	13.31	15.15

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,84,176 - Absolute Returns: ₹84,176 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,42,404 - Absolute Returns: ₹8,42,404 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,68,503 - Absolute Returns: ₹27,68,503 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,47,47,947 - Absolute Returns: ₹63,47,947 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,70,50,827 - Absolute Returns: ₹1,50,50,827 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,76,80,819 - Absolute Returns: ₹2,32,80,819 - CAGR: %

Drawdown Metrics

Max Drawdown

-32.79 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-4.93 %

Calmar Ratio by Duration

1 Y

0.5218

3 Y

0.4651

5 Y

0.469

7 Y

0.4532

10 Y

0.462

12 Y

0.4834

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.52	0.92	91.7	91.6	3.67 %	4.00 %
3 years	2.78	0.94	94.3	89.9	13.78 %	11.28 %
5 years	2.06	0.97	95.2	92.2	11.40 %	9.44 %
7 years	3.75	0.91	92.8	88.5	14.12 %	10.74 %
10 years	2.78	0.92	94.0	90.6	14.40 %	12.06 %
12 years	2.18	0.92	94.0	90.5	11.90 %	10.00 %
15 years	1.60	0.92	94.0	90.5	9.41 %	7.92 %