Sundaram Focused Fund - Growth - Regular Plan

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  • 0.01 %Nav, as on 18-09-2024

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  • Net Change on 18-09-2024

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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 3.36 8.25 32.82 15.69 22.74 16.18
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 32.82 15.69 22.74 2.23 1,156.29
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 26.94 12.30 20.11 1.57 35,570.57
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 41.06 27.53 25.30 1.67 14,329.60
Axis Focused Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 32.69 6.33 16.12 1.72 14,155.62
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 37.26 19.93 24.11 1.76 12,740.06
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 47.56 22.95 26.33 1.74 10,093.43

Fund Holdings as on 31-August-2024

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • Larsen & Toubro Ltd

  • Zomato Ltd

  • Bharti Airtel Ltd

  • State Bank of India

  • Bharat Electronics Ltd

  • Infosys Ltd

  • Grasim Industries Ltd

  • Avenue Supermarts Ltd

  • Tech Mahindra Ltd

  • Aurobindo Pharma Ltd

  • Sun Pharmaceutical Industries Ltd

  • Info Edge (India) Ltd

  • Triveni Turbine Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Canara Bank

  • ABB India Ltd

  • Interglobe Aviation Ltd

  • Bharti Hexacom Ltd

  • TD Power Systems Ltd

  • Oil India Ltd

  • ICRA Ltd

  • United Breweries Ltd

  • Bajaj Finance Ltd

  • Hindustan Aeronautics Ltd

  • Sona BLW Precision Forgings Ltd

  • Laurus Labs Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Cash and Other Net Current Assets

  • TREPS

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  • Bank - Private

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • IT - Software

  • Engineering - Industrial Equipments

  • Refineries

  • Electric Equipment

  • Engineering - Construction

  • e-Commerce

  • Finance - NBFC

  • Diversified

  • Retailing

  • BPO/ITeS

  • Airlines

  • Oil Exploration

  • Ratings

  • Breweries & Distilleries

  • Miscellaneous

  • Defence

  • Auto Ancillary

  • Port

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  • 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 ₹1,156.29 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 ₹0.01(0.01%)yesterday to ₹169.2078.

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

The Sundaram Focused Fund is managed by S. Bharath 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