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Sundaram Select Focus Direct Plan - Growth (defunct)

Sundaram Mutual Fund · Equity · mandate: maximum 30 stocks, ≥65% in equities · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
—
Active return /yr (full)
-7.3%
Score
43
Rank (Score, pool)
#201 of 245
Percentile (full, pool)
50
IR vs benchmark
—
CAGR (absolute)
23.4%
Max drawdown
-26.7%
Months of data
107
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

201920202021-8-24Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

20132014201520162017201820192020202187231376Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

201320142015201620172018201920202021-27-130Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22*-5.2%-5.9%-1.28134.5%22.2%17.1%9
FY23———————0
FY24———————0
FY25———————0
FY26———————0
FY27*———————0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019-0.3+0.8-0.1+0.3
2020+0.6+2.4-0.3+0.6+0.4-3.0-1.1-0.9-1.5+0.1-2.6+1.2-4.2
2021+0.6-0.6-1.1-1.1-0.8+0.1+0.3+2.0-2.2+0.1-0.6-2.1-5.4
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-7.2-0.5+3.1+0.7-1.4-1.9-5.2+4.7+10.7-1.4+2.2+2.6
2014-3.5+3.6+6.2-0.3+11.7+6.1-0.6+3.9+0.2+4.1+3.1-2.9+35.3
2015+6.8-0.3-4.1-3.0+1.9+0.8+3.0-6.0+0.0+0.8-1.4-0.0-2.1
2016-4.8-6.9+9.3+0.8+2.9+1.5+4.7+1.5-2.4+0.7-5.0-0.3+0.8
2017+5.0+3.8+5.2+3.3+3.4-0.6+6.5-0.6-1.4+4.1+0.3+3.3+37.1
2018+2.7-4.0-1.6+6.0-0.1-0.0+5.3+2.8-7.0-4.5+4.3-0.2+2.9
2019-0.3-1.0+8.3+0.5+3.1-0.2-4.3-0.5+3.6+3.5+2.0+0.5+15.8
2020+0.4-3.8-23.8+14.6-1.9+5.2+5.6+2.7-1.8+2.8+9.2+8.6+13.0
2021-1.3+7.2-0.1-0.7+6.2+2.1+1.9+8.5+1.2+0.3-3.5+0.3+23.8

Quarterly average AUM & estimated net flows

2013201420152016201720182019202020212006881,175AUM (quarter avg), ₹cr
-217215
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.