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BSE - Delayed Quote INR

Sundaram Focused Dir HY IDCW-P (0P0000XVCW.BO)

42.88
-0.13
(-0.31%)
At close: May 1 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -8.33%
5y Average Return 20.14%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 30, 2025) 44.22%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 44.22%
Worst 3Y Total Return 5.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000XVCW.BO
Category
YTD
-6.21%
0.00%
1-Month
3.47%
0.00%
3-Month
-6.21%
0.00%
1-Year
5.53%
0.00%
3-Year
12.00%
0.00%
5-Year
23.36%
0.00%
10-Year
11.65%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000XVCW.BO
Category
2025
--
--
2024
18.20%
--
2023
25.40%
--
2022
0.46%
--
2021
34.98%
--
2020
20.73%
--
2019
-2.23%
--
2018
-0.18%
--

2017
32.62%
--
2016
4.53%
--
2015
1.27%
--
2014
44.22%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.21% -- -- --
2024 5.05% 10.32% 7.76% -5.35%
2023 -4.46% 14.13% 4.78% 9.76%
2022 -0.60% -12.68% 11.68% 3.63%
2021 7.99% 12.36% 9.26% 1.81%
2020 -20.34% 14.86% 7.41% 22.84%
2019 2.60% -5.53% -0.72% 1.60%
2018 -6.32% 3.75% 0.53% 2.17%
2017 12.45% 5.09% 2.89% 9.06%
2016 -4.97% 8.89% 8.45% -6.86%

2015 3.53% -1.15% -1.97% 0.94%
2014 9.95% 17.56% 4.93% 6.32%
2013 0.00% 1.50% 11.00% --

Rank in Category (By Total Return)

YTD 57
1-Month 89
3-Month 57
1-Year 62
3-Year 69
5-Year 59

Load Adjusted Returns

1-Year 5.53%
3-Year 12.00%
5-Year 23.36%
10-Year 11.65%

Performance & Risk

YTD Return -8.33%
5y Average Return 20.14%
Rank in Category (ytd) 57
% 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 -6.21%
Yield 3.99%
Morningstar Rating
Inception Date Nov 11, 2005

Fund Summary

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