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 5.47 12.97 32.29 16.84 19.41 15.92
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 32.29 16.84 19.41 2.23 1,057.99
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 31.98 15.55 17.69 1.58 33,488.95
Axis Focused Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 24.11 8.45 13.21 1.73 13,341.11
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 43.26 28.81 21.27 1.70 11,945.94
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 39.20 21.25 19.80 1.77 11,442.54
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 46.33 24.25 22.27 1.76 8,139.49

Fund Holdings as on 31-May-2024

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • Larsen & Toubro Ltd

  • State Bank of India

  • Bharti Airtel Ltd

  • TREPS

  • Bharat Electronics Ltd

  • Zomato Ltd

  • Nestle India Ltd

  • Canara Bank

  • Avenue Supermarts Ltd

  • Infosys Ltd

  • ABB India Ltd

  • Triveni Turbine Ltd

  • Tech Mahindra Ltd

  • Sun Pharmaceutical Industries Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Aurobindo Pharma Ltd

  • Info Edge (India) Ltd

  • Interglobe Aviation Ltd

  • ICRA Ltd

  • Bharti Hexacom Ltd

  • Dr. Reddys Laboratories Ltd

  • TD Power Systems Ltd

  • United Breweries Ltd

  • Bajaj Finance Ltd

  • NIIT Learning Systems Ltd

  • Sona BLW Precision Forgings Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Cash and Other Net Current Assets

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  • IT - Software

  • Engineering - Industrial Equipments

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Electric Equipment

  • Finance - NBFC

  • Miscellaneous

  • e-Commerce

  • Consumer Food

  • Retailing

  • BPO/ITeS

  • Airlines

  • Ratings

  • Breweries & Distilleries

  • Auto Ancillary

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Fund Manager

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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 ₹1,057.99 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 ₹-0.32(-0.2%)yesterday to ₹155.9869.

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