Sundaram Focused Fund - Growth - Direct Plan

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Fund Overview Growth | Direct 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)- Direct Plan - Growth Option 3.51 7.00 34.10 18.25 19.91 15.65
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 Unrated 34.10 18.25 19.91 1.13 1,056.10
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 31.10 17.67 17.95 0.74 33,237.15
Axis Focused Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 26.70 9.71 13.92 0.77 13,893
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 39.13 22.36 20.59 0.97 11,511.53
HDFC Focused 30 Fund -Direct Plan - Growth Option Dec 31, 2012 42.86 30.08 22.40 0.49 11,246.61
Mirae Asset Focused Fund Direct Plan Growth May 14, 2019 Unrated 18.35 12.96 18.46 0.57 8,312.74

Fund Holdings as on 30-April-2024

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • Canara Bank

  • TREPS

  • Zomato Ltd

  • Nestle India Ltd

  • Avenue Supermarts Ltd

  • Bharat Electronics Ltd

  • Infosys Ltd

  • Sun Pharmaceutical Industries Ltd

  • Tech Mahindra Ltd

  • Triveni Turbine Ltd

  • Info Edge (India) Ltd

  • Aurobindo Pharma Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • ABB India Ltd

  • Interglobe Aviation Ltd

  • Dr. Reddys Laboratories Ltd

  • ICRA Ltd

  • TD Power Systems Ltd

  • United Breweries Ltd

  • Bajaj Finance Ltd

  • Bharti Hexacom 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

  • Pharmaceuticals & Drugs

  • Refineries

  • Telecommunication - Service Provider

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Electric Equipment

  • Finance - NBFC

  • e-Commerce

  • Miscellaneous

  • Consumer Food

  • Retailing

  • BPO/ITeS

  • Airlines

  • Ratings

  • Breweries & Distilleries

  • Auto Ancillary

  • Port

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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 01-Jan-2013 and currently has an AUM of ₹1,056.10 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 ₹1.19(0.74%)yesterday to ₹162.246.

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