Sundaram Focused Fund - Growth - Direct Plan

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  • 0.17 %Nav, as on 06-12-2024

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  • Net Change on 06-12-2024

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 1.77 0.83 27.27 16.46 20.71 16.02
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 27.27 16.46 20.71 1.25 1,104.83
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 22.77 11.44 18.47 0.74 34,940.52
HDFC Focused 30 Fund -Direct Plan - Growth Option Dec 31, 2012 33.64 27.99 25.39 0.57 14,968.50
Axis Focused Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 24.35 7.75 14.08 0.82 13,355.81
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 28.98 20.28 22.14 0.95 12,068.03
ICICI Prudential Focused Equity Fund - Direct Plan - Growth Jan 09, 2013 36.69 23.82 26.64 0.59 9,867.12

Fund Holdings as on 31-October-2024

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Larsen & Toubro Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • State Bank of India

  • Axis Bank Ltd

  • Zomato Ltd

  • TREPS

  • Grasim Industries Ltd

  • Bharat Electronics Ltd

  • Tech Mahindra Ltd

  • Sun Pharmaceutical Industries Ltd

  • Infosys Ltd

  • Info Edge (India) Ltd

  • Kotak Mahindra Bank Ltd

  • Aurobindo Pharma Ltd

  • Triveni Turbine Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Laurus Labs Ltd

  • ABB India Ltd

  • Bharti Hexacom Ltd

  • Interglobe Aviation Ltd

  • United Breweries Ltd

  • Bajaj Finance Ltd

  • TD Power Systems Ltd

  • Oil India Ltd

  • Hindustan Aeronautics Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • IT - Software

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Refineries

  • Bank - Public

  • e-Commerce

  • Finance - NBFC

  • Electric Equipment

  • Miscellaneous

  • Diversified

  • BPO/ITeS

  • Airlines

  • Breweries & Distilleries

  • Oil Exploration

  • Defence

  • Port

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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 01-Jan-2013 and currently has an AUM of ₹1,104.83 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 ₹0.31(0.17%)yesterday to ₹182.8209.

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

The Sundaram Focused Fund is managed by S. Bharath and Ashwin Jain.

Fund House Contact

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

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