May 12, 2025
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) | 5 | -6.44 | 4.86 | 14.59 |
| Benchmark - S&P BSE 100 | 4.72 | -0.34 | 4.35 | 4.52 |
| Category Average - BEST EQUITY PERFORMERS | 5.8 | -5.28 | 7.39 | 16.56 |
| Category Rank | 5/5 | 2/5 | 5/5 | 9/5 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Invesco India Focused Fund (G) | 27.4200 | 4.50 | 10.95 | 23.38 | 0.00 | 3,532.65 | 0.00 | 1,000.00 | invest |
| Invesco India Focused Fund (IDCW) | 22.0800 | 4.50 | 11.13 | 23.45 | 0.00 | 3,532.65 | 0.00 | 1,000.00 | invest |
| Quant Focused Fund (IDCW) | 61.6490 | 4.35 | -4.74 | 14.78 | 23.93 | 1,013.18 | 2.21 | 5,000.00 | invest |
| Quant Focused Fund (G) | 82.9125 | 4.35 | -4.74 | 14.67 | 23.79 | 1,013.18 | 2.21 | 5,000.00 | invest |
| SBI Focused Equity Fund (IDCW) | 60.4284 | 0.00 | 10.94 | 14.96 | 21.76 | 35,253.14 | 1.57 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Reverse Repo-TREPS | Mar 31, 2025 | 104.22 | 9.98 | 365.72 |
|
| Equity-HDFC Bank | Mar 31, 2025 | 100.55 | 9.63 | 5.53 |
|
| Equity-ICICI Bank | Mar 31, 2025 | 93.85 | 8.99 | 11.98 |
|
| Equity-Bharti Airtel | Mar 31, 2025 | 59.80 | 5.73 | 10.39 |
|
| Equity-Reliance Industr | Mar 31, 2025 | 56.10 | 5.37 | 6.25 |
|
| Equity-Infosys | Mar 31, 2025 | 50.24 | 4.81 | -6.94 |
|
| Equity-ICICI Lombard | Mar 31, 2025 | 43.89 | 4.20 | 6.03 |
|
| Equity-Dr Reddy`s Labs | Mar 31, 2025 | 42.09 | 4.03 | 2.48 |
|
| Equity-Kotak Mah. Bank | Mar 31, 2025 | 41.39 | 3.97 | 14.10 |
|
| Equity-TVS Motor Co. | Mar 31, 2025 | 40.56 | 3.89 | 8.73 |
|
Sundaram Mutual Fund has announced 19 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 February 2025 as the record date for ...
Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Focused Fund (G) |
| Contact Persone | : | S Bharath |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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