Dec 08, 2023
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Focused Fund (G) | 6.37 | 14.78 | 16.2 | 18.62 |
| Benchmark - S&P BSE 100 | 4.72 | -0.34 | 4.35 | 4.52 |
| Category Average - BEST EQUITY PERFORMERS | 7.4 | 16.89 | 18.46 | 18.96 |
| Category Rank | 7/9 | 9/9 | 9/9 | 9/9 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| HDFC Focused 30 Fund (G) | 169.4530 | 0.73 | 23.42 | 30.05 | 18.89 | 6,941.66 | 1.79 | 100.00 | invest |
| Franklin India Focused Equity Fund (G) | 85.6831 | 0.37 | 17.11 | 23.36 | 18.60 | 9,236.66 | 0.00 | 5,000.00 | invest |
| 360 ONE Focused Equity Fund (G) | 38.3898 | 0.30 | 22.23 | 21.07 | 22.62 | 4,886.84 | 1.87 | 1,000.00 | invest |
| Aditya Birla SL Focused Fund (G) | 110.2070 | 0.28 | 15.05 | 16.58 | 15.05 | 6,046.88 | 1.86 | 1,000.00 | invest |
| HDFC Focused 30 Fund (IDCW) | 22.7530 | -86.20 | 23.51 | 30.20 | 18.38 | 6,941.66 | 1.79 | 100.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Avenue Super. | Oct 31, 2023 | 30.52 | 3.42 | 6.46 |
|
| Equity-Nestle India | Oct 31, 2023 | 39.75 | 4.45 | 21.79 |
|
| Equity-Larsen & Toubro | Oct 31, 2023 | 44.68 | 5.00 | -3.13 |
|
| Equity-St Bk of India | Oct 31, 2023 | 34.10 | 3.82 | -20.31 |
|
| Equity-Reliance Industr | Oct 31, 2023 | 63.60 | 7.12 | 1.21 |
|
| Equity-Infosys | Oct 31, 2023 | 55.69 | 6.23 | -4.67 |
|
| Equity-HDFC Bank | Oct 31, 2023 | 75.89 | 8.49 | -3.26 |
|
| Equity-ICICI Bank | Oct 31, 2023 | 51.44 | 5.76 | -3.84 |
|
| Equity-Canara Bank | Oct 31, 2023 | 30.36 | 3.40 | 2.15 |
|
| Reverse Repo-TREPS | Oct 31, 2023 | 46.86 | 5.24 | 21.66 |
|
Sundaram Mutual Fund has announced 11 December 2023 as the record date for ...
Sundaram Mutual Fund has announced 17 November 2023 as the record date for ...
Sundaram Mutual Fund has announced change in scheme name under the followin...
Sundaram Mutual Fund has announced 03 November 2023 as the record date for ...
Sundaram Mutual Fund has announced 27 October 2023 as the record date for t...
Sundaram Mutual Fund has announced 20 October 2023 as the record date for t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Focused Fund (G) |
| Contact Persone | : | Ravi Gopalakrishnan |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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