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BSE - Delayed Quote INR

Sundaram Focused Gr (0P00005WYJ.BO)

152.60
-0.48
(-0.31%)
At close: May 1 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -4.83%
5y Average Return 20.08%
Number of Years Up 15
Number of Years Down 4
Best 1Y Total Return (Apr 30, 2025) 43.43%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 43.43%
Worst 3Y Total Return 0.85%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00005WYJ.BO
Category
YTD
-6.42%
0.00%
1-Month
3.40%
0.00%
3-Month
-6.42%
0.00%
1-Year
4.61%
0.00%
3-Year
11.06%
0.00%
5-Year
22.31%
0.00%
10-Year
12.33%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00005WYJ.BO
Category
2025
--
--
2024
17.23%
--
2023
24.37%
--
2022
-0.31%
--
2021
33.71%
--
2020
19.68%
--
2019
11.75%
--
2018
-1.20%
--

2017
31.79%
--
2016
3.81%
--
2015
0.57%
--
2014
43.43%
--
2013
3.03%
--
2012
33.99%
--
2011
-25.71%
--
2010
21.03%
--
2009
110.14%
--
2008
-58.83%
--
2007
72.79%
--
2006
48.13%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.42% -- -- --
2024 4.87% 10.04% 7.60% -5.59%
2023 -4.63% 13.83% 4.64% 9.48%
2022 -0.71% -12.91% 11.55% 3.35%
2021 7.77% 12.10% 8.98% 1.56%
2020 -20.48% 14.67% 7.14% 22.51%
2019 2.51% 2.62% -0.85% 7.13%
2018 -6.52% 3.46% 0.28% 1.87%
2017 12.24% 4.95% 2.74% 8.89%
2016 -5.13% 8.68% 8.27% -7.01%

2015 3.39% -1.34% -2.16% 0.77%
2014 9.83% 17.41% 4.78% 6.15%
2013 -8.14% -0.14% 1.31% 10.86%
2012 15.58% 0.75% 8.99% 5.57%
2011 -6.06% -2.14% -11.81% -8.36%
2010 2.00% 5.96% 11.25% 0.65%
2009 6.84% 49.07% 23.86% 6.52%
2008 -32.04% -15.23% -4.83% -24.89%
2007 -4.69% 19.14% 15.96% 31.22%
2006 26.15% -8.61% 15.60% 11.15%

Rank in Category (By Total Return)

YTD 61
1-Month 90
3-Month 61
1-Year 72
3-Year 76
5-Year 74

Load Adjusted Returns

1-Year 4.61%
3-Year 11.06%
5-Year 22.31%
10-Year 12.33%

Performance & Risk

YTD Return -4.83%
5y Average Return 20.08%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sundaram Asset Management Company Ltd
Net Assets 3.59B
YTD Return -6.42%
Yield 0.00%
Morningstar Rating
Inception Date Nov 11, 2005

Fund Summary

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