Apr 19, 2024
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) | 3.18 | 15.19 | 33.55 | 16.93 |
| Benchmark - S&P BSE 100 | 4.72 | -0.34 | 4.35 | 4.52 |
| Category Average - BEST EQUITY PERFORMERS | 3.1 | 17.11 | 36.82 | 18.38 |
| Category Rank | 9/8 | 8/8 | 9/8 | 9/8 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| JM Focused Fund (IDCW) | 18.0828 | 0.92 | 50.02 | 21.78 | 13.92 | 88.96 | 0.00 | 1,000.00 | invest |
| JM Focused Fund (G) | 18.0835 | 0.92 | 50.02 | 21.78 | 13.92 | 88.96 | 0.00 | 1,000.00 | invest |
| ITI Focused Equity Fund - Regular (IDCW) | 12.7829 | 0.64 | 0.00 | 0.00 | 0.00 | 334.16 | 2.34 | 5,000.00 | invest |
| ITI Focused Equity Fund - Regular (G) | 12.7829 | 0.64 | 0.00 | 0.00 | 0.00 | 334.16 | 2.34 | 5,000.00 | invest |
| HSBC Focused Fund (IDCW) | 18.2226 | -0.84 | 37.78 | 18.68 | 0.00 | 1,569.67 | 2.13 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Infosys | Mar 31, 2024 | 35.20 | 3.41 | -9.80 |
|
| Equity-Nestle India | Mar 31, 2024 | 43.01 | 4.16 | 4.64 |
|
| Equity-Larsen & Toubro | Mar 31, 2024 | 57.41 | 5.56 | 8.17 |
|
| Equity-St Bk of India | Mar 31, 2024 | 50.48 | 4.88 | 30.71 |
|
| Equity-Reliance Industr | Mar 31, 2024 | 82.61 | 7.99 | 4.15 |
|
| Equity-ICICI Bank | Mar 31, 2024 | 61.44 | 5.95 | 6.34 |
|
| Equity-Canara Bank | Mar 31, 2024 | 43.81 | 4.24 | 15.06 |
|
| Equity-HDFC Bank | Mar 31, 2024 | 79.63 | 7.71 | 5.93 |
|
| Equity-Avenue Super. | Mar 31, 2024 | 38.02 | 3.68 | 19.32 |
|
| Equity-Zomato Ltd | Mar 31, 2024 | 40.03 | 3.87 | 30.49 |
|
Sundaram Mutual Fund has announced 16 April 2024 as the record date for the...
Sundaram Mutual Fund has announced change in scheme name under the followin...
Sundaram Mutual Fund has announced 26 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 22 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 19 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 18 March 2024 as the record date for the...
| 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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