Sundaram Focused Fund - Growth - Direct Plan

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  • Net Change on 24-01-2022

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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)- Direct Plan - Growth Option 3.95 -1.20 30.87 22.49 18.76 15.96
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)- Direct Plan - Growth Option Jan 01, 2013 30.87 22.49 18.76 1.52 695.75
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 37.93 24.61 21.23 0.69 23,716.70
Axis Focused 25 Fund - Direct Plan - Growth Option Jan 01, 2013 20.13 22.01 20.60 0.59 20,426.88
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 36.31 21.36 17.64 1.12 7,745.91
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 34.43 21.87 16.88 1.31 5,698.95
Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan Jan 01, 2013 Unrated 23.17 19.30 15.95 1.05 5,282.96

Fund Holdings as on 31-December-2021

  • Cash and Other Net Current Assets^

  • Infosys Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Housing Development Finance Corporation Ltd

  • Avenue Supermarts Ltd

  • Bajaj Finserv Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • Canara Bank

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • BEML Ltd

  • Fortis Health Care Ltd

  • Dixon Technologies (India) Ltd

  • Bharat Petroleum Corporation Ltd

  • Navin Fluorine International Ltd

  • Ashok Leyland Ltd

  • Shree Cement Ltd

  • Bharat Electronics Ltd

  • Tata Motors Ltd

  • Motherson Sumi Systems Ltd

  • Hindalco Industries Ltd

  • Tata Power Company Ltd

  • Oberoi Realty Ltd

  • Laurus Labs Ltd

  • Sona BLW Precision Forgings Ltd

  • Relaxo Footwears Ltd

  • Wipro Ltd

  • Syngene International Ltd

  • 91 DAY T-BILL 06-Jan-2022

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Refineries

  • Bank - Public

  • Engineering - Industrial Equipments

  • Finance - Housing

  • Automobiles-Trucks/Lcv

  • Retailing

  • Finance - Investment

  • Engineering - Construction

  • Auto Ancillary

  • Hospital & Healthcare Services

  • Consumer Durables - Electronics

  • Chemicals

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Power Generation/Distribution

  • Construction - Real Estate

  • Pharmaceuticals & Drugs

  • Footwear

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Fund Manager

  • Education:MBA (Finance), MS (Finance)
  • Experience:20 Years
  • Basic Details:Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.
  • Funds Managed:
  • Sundaram Focused Fund
  • Sundaram Focused Fund
  • Sundaram Large and Mid Cap Fund
  • Sundaram Small Cap Fund
  • Cash

  • Equity

  • Rights

  • Sov

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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 01-Jan-2013 and currently has an AUM of ₹695.75 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 ₹-3.36(-2.83%)yesterday to ₹115.2537.

Among its top 3 holdings the fund has exposure to Cash and Other Net Current Assets^, and

The Sundaram Focused Fund is managed by Ravi Gopalakrishnan and Rahul Baijal.

Fund House Contact

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

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