Sundaram Focused Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 -9.82 -7.16 2.11 14.34 11.69 14.73
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 2.11 14.34 11.69 2.48 686.47
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 6.39 13.22 14.20 1.82 24,706.56
Axis Focused 25 Fund - Regular Plan - Growth Option Jun 29, 2012 -5.45 10.15 10.96 1.74 19,146.19
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 5.76 12.38 10.88 1.91 7,583.09
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 7.48 14.11 11.18 1.86 5,836.80
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 Unrated 5.23 11.09 9.68 1.96 5,685.62

Fund Holdings as on 30-April-2022

  • ICICI Bank Ltd

  • TREPS

  • Infosys Ltd

  • Reliance Industries Ltd

  • State Bank of India

  • Canara Bank

  • Housing Development Finance Corporation Ltd

  • Avenue Supermarts Ltd

  • Bajaj Finserv Ltd

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • HDFC Bank Ltd

  • BEML Ltd

  • Gland Pharma Ltd

  • Ashok Leyland Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Bharat Electronics Ltd

  • Shree Cement Ltd

  • Fortis Health Care Ltd

  • Oberoi Realty Ltd

  • Navin Fluorine International Ltd

  • Tata Power Company Ltd

  • Tata Motors Ltd

  • Dixon Technologies (India) Ltd

  • Wipro Ltd

  • Hindalco Industries Ltd

  • Sona BLW Precision Forgings Ltd

  • CE Info Systems Private Limited

  • Motherson Sumi Systems Ltd

  • Relaxo Footwears Ltd

  • Reverse Repo

  • Cash and Other Net Current Assets

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  • Refineries

  • Engineering - Industrial Equipments

  • Automobiles-Trucks/Lcv

  • Finance - Housing

  • Retailing

  • Finance - Investment

  • Engineering - Construction

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Chemicals

  • Power Generation/Distribution

  • Consumer Durables - Electronics

  • Metal - Non Ferrous

  • Footwear

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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 ₹686.47 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 up ₹1.18(1.21%)yesterday to ₹98.3315.

Among its top 3 holdings the fund has exposure to ICICI Bank Ltd, 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