• 1 Year Returns: 3.16%
• 3 Year Returns: 7.13%
• 5 Year Returns: 15.00%

• Private Banks | 25.66%
• IT Services & Consulting | 11.93%
• Miscellaneous | 9.98%
• Pharmaceuticals | 7.70%
• Telecom Services | 5.73%

• TREPS | 9.98%
• HDFC Bank Ltd | 9.63%
• ICICI Bank Ltd | 8.99%
• Bharti Airtel Ltd | 5.73%
• Reliance Industries Ltd | 5.37%

• Equity | 90.22%
• Cash & Equivalents | 9.78%

The alpha ratio for the Sundaram Focused Fund(H-IDCW) is 0.30

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Sundaram Focused Fund(H-IDCW) is 15.66

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Focused Fund(H-IDCW) is 0.23

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Focused Fund(H-IDCW) is 0.02

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.