Sundaram Focused Fund - Growth - Regular Plan

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  • (-0.23%)Nav, as on 29-09-2023

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  • Net Change on 29-09-2023

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Fund Overview Growth | Regular 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)-Growth Option 1.39 5.91 19.54 23.23 15.57 15.16
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 Unrated 19.54 23.23 15.57 2.32 908.85
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 15.33 22.36 15.50 1.61 29,473.64
Axis Focused 25 Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 5.64 13.12 9.55 1.70 14,695.36
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 20.53 31.52 16.60 1.80 9,359.03
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 20.96 28.64 16.72 1.87 6,976.51
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 23.59 32.83 15.68 1.81 6,166.15

Fund Holdings as on 31-August-2023

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • ICICI Bank Ltd

  • Larsen & Toubro Ltd

  • State Bank of India

  • Nestle India Ltd

  • Avenue Supermarts Ltd

  • TREPS

  • Bajaj Finance Ltd

  • ICRA Ltd

  • Ashok Leyland Ltd

  • Canara Bank

  • Tata Motors Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Dr. Reddys Laboratories Ltd

  • Sun Pharmaceutical Industries Ltd

  • LTIMindtree Ltd

  • Triveni Turbine Ltd

  • Reverse Repo

  • Oberoi Realty Ltd

  • Bharat Electronics Ltd

  • ABB India Ltd

  • Info Edge (India) Ltd

  • Dixon Technologies (India) Ltd

  • Aurobindo Pharma Ltd

  • Sona BLW Precision Forgings Ltd

  • United Breweries Ltd

  • TD Power Systems Ltd

  • Vedant Fashions Ltd

  • NIIT Learning Systems Ltd

  • Coforge Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Refineries

  • Finance - NBFC

  • Automobiles-Trucks/Lcv

  • Engineering - Industrial Equipments

  • Miscellaneous

  • Engineering - Construction

  • Electric Equipment

  • Consumer Food

  • Retailing

  • Ratings

  • Construction - Real Estate

  • BPO/ITeS

  • Consumer Durables - Electronics

  • Auto Ancillary

  • Breweries & Distilleries

  • Textile

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Fund Manager

  • Cash

  • Equity

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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 ₹908.85 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 ₹-0.29(-0.23%)yesterday to ₹124.936.

Among its top 3 holdings the fund has exposure to HDFC 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