Sundaram Focused Fund - Growth - Regular Plan

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  • Net Change on 27-01-2023

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option 0.09 -2.61 -1.77 15.11 10.79 14.76
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option Nov 11, 2005 -1.77 15.11 10.79 2.47 793.31
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 -5.81 11.90 9.99 1.60 27,818.57
Axis Focused 25 Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated -14.34 5.82 6.66 1.82 16,723.86
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 6.12 17.66 10.81 1.87 8,413.74
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 2.92 17.98 9.12 1.94 6,235.59
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 Unrated 0.32 12.42 8.72 1.96 5,875.22

Fund Holdings as on 31-December-2022

  • TREPS

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Housing Development Finance Corporation Ltd

  • Infosys Ltd

  • Canara Bank

  • State Bank of India

  • Larsen & Toubro Ltd

  • Avenue Supermarts Ltd

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • Ashok Leyland Ltd

  • Bajaj Finserv Ltd

  • BEML Ltd

  • Maruti Suzuki India Ltd

  • Bharat Electronics Ltd

  • ICRA Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Shree Cement Ltd

  • Triveni Turbine Ltd

  • Oberoi Realty Ltd

  • Navin Fluorine International Ltd

  • United Breweries Ltd

  • Fortis Health Care Ltd

  • Tata Motors Ltd

  • Dixon Technologies (India) Ltd

  • Tata Power Company Ltd

  • Sona BLW Precision Forgings Ltd

  • ABB India Ltd

  • The Indian Hotels Company Ltd

  • Relaxo Footwears Ltd

  • BEML Land and Assets Ltd

  • Cash and Other Net Current Assets

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  • Bank - Public

  • Miscellaneous

  • Bank - Private

  • Engineering - Industrial Equipments

  • Refineries

  • Finance - Housing

  • IT - Software

  • Automobiles-Trucks/Lcv

  • Engineering - Construction

  • Retailing

  • Finance - Investment

  • Automobiles - Passenger Cars

  • Ratings

  • Finance - NBFC

  • Cement & Construction Materials

  • Construction - Real Estate

  • Chemicals

  • Breweries & Distilleries

  • Hospital & Healthcare Services

  • Consumer Durables - Electronics

  • Power Generation/Distribution

  • Auto Ancillary

  • Electric Equipment

  • Hotel, Resort & Restaurants

  • Footwear

  • Unspecified

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Fund Manager

  • Cash

  • Equity

  • Rights

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About Sundaram Focused Fund

Scheme Analysis

Sundaram Focused Fund is a Equity - Focused Fund fund and belongs to Sundaram Mutual Fund. It was launched on 11-Nov-2005 and currently has an AUM of ₹793.31 crore. Sundaram Focused Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Sundaram Focused Fund ended down ₹-1.81(-1.7%)yesterday to ₹105.1087.

Among its top 3 holdings the fund has exposure to TREPS, and

The Sundaram Focused Fund is managed by Ravi Gopalakrishnan and Sudhir Kedia.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156