loader2
Partner With Us NRI

Dec 08, 2023


Category

Equity

AUM (Cr.)

893.50

Exit Load (%)

0.25

Min Inv Lumpsum

300

Expense Ratio

2.32

Sharpe Ratio

8.45

Beta Ratio

0.00

Fund Manager

Ravi Gopalakrishnan

Inception Date

Nov 11, 2005

Risk Level

Very High

Investment Objective

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

Invest Now

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
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 16.76 15.34
Benchmark - S&P BSE 100 4.72 -0.34 4.35 4.52 7.6 0
Category Average - BEST EQUITY PERFORMERS 7.4 16.89 18.46 18.96 16.34 15.42
Category Rank 7/9 9/9 9/9 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

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

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

latest news

Sundaram Mutual Fund Announces IDCW under its schemes

Sundaram Mutual Fund has announced 11 December 2023 as the record date for ...

Dec 08, 2023 09:45

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 November 2023 as the record date for ...

Nov 15, 2023 09:47

Sundaram MF Announces change in scheme name

Sundaram Mutual Fund has announced change in scheme name under the followin...

Nov 10, 2023 09:06

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 03 November 2023 as the record date for ...

Nov 01, 2023 09:39

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 27 October 2023 as the record date for t...

Oct 23, 2023 09:35

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Sundaram Mutual Fund has announced 20 October 2023 as the record date for t...

Oct 18, 2023 11:32

SCHEME DETAILS

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
Email : dhirent:sundarammutual.com
Website : www.sundarammutual.com