Mutual Funds
Sundaram Select Focus Fund Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™
Not Rated

Morningstar® Category
Category_INCA000059 		Total Net Assets (mil)
9,328.46 INR
Morningstar® Benchmark
S&P BSE 500 India TR INR
Used throughout report
 Fund Benchmark
IISL Nifty 50 TR INR


RETURNS (%) FUND BENCHMARK
3M -24.35 -26.58
6M -21.27 -24.52
1Y -14.92 -20.62
3Y* 1.16 -2.74
5Y* 3.72 2.42
10Y* 6.48 7.23
*Annualised Return Data Through 19/05/2020
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2020 -26.61 - - -
2019 6.71 3.24 -1.47 5.92
2018 -3.41 5.32 0.28 -0.84
2017 14.60 5.99 4.12 7.44
2016 -3.20 5.24 3.67 -4.72
RISK MEASURES
3Y Alpha 3.06
3Y Beta 0.94
3Y R-Squared 97.17
3Y Info Ratio 0.93
3Y Tracking Error 3.60
3Y Sharpe Ratio 0.14
3Y Std Dev 20.12
3Y Risk -
5Y Risk -
10Y Risk -
Calculations use S&P BSE 500 India TR INR (where applicable)

Morningstar Style BoxTM


* Report as of 20 May 2020


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