Mutual Funds
Sundaram Focused Fund Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
Category_INCA000059		 Total Net Assets (mil)
7,713.73 INR
Morningstar® Benchmark
S&P BSE 500 India TR INR
Used throughout report
 Fund Benchmark
IISL Nifty 500 TR INR


RETURNS (%) FUND BENCHMARK CATEGORY
3M -2.98 -4.27 -2.99
6M -1.71 -1.49 -1.28
1Y -5.81 -3.16 -2.86
3Y* 26.68 32.09 28.69
5Y* 12.09 11.45 9.85
10Y* 14.32 14.36 14.66
*Annualised Return Data Through 05/04/2023
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2023 -4.63 - - -
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
RISK MEASURES
3Y Alpha -2.95
3Y Beta 0.94
3Y R-Squared 92.56
3Y Info Ratio -1.12
3Y Tracking Error 4.63
3Y Sharpe Ratio 1.13
3Y Std Dev 16.56
3Y Risk Avg
5Y Risk bel avg
10Y Risk Low
Calculations use S&P BSE 500 India TR INR (where applicable)

Morningstar Style BoxTM


* Report as of 6 Apr 2023


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