Sundaram Focused Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Exit Load (%)

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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 5.79 9.87 35.14 18.33 21.72 16.28
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 35.14 18.33 21.72 1.12 1,057.99
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 34.64 17.02 19.70 0.74 33,488.95
Axis Focused Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 25.97 9.04 14.91 0.79 13,341.11
HDFC Focused 30 Fund -Direct Plan - Growth Option Dec 31, 2012 46.36 30.71 23.73 0.51 11,945.94
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 41.75 22.77 21.83 0.96 11,442.54
ICICI Prudential Focused Equity Fund - Direct Plan - Growth Jan 09, 2013 50.59 26.42 25.23 0.58 8,139.49

Fund Holdings as on 30-June-2024

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • Bharat Electronics Ltd

  • Zomato Ltd

  • Avenue Supermarts Ltd

  • Canara Bank

  • Infosys Ltd

  • Tech Mahindra Ltd

  • Triveni Turbine Ltd

  • ABB India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Info Edge (India) Ltd

  • Sun Pharmaceutical Industries Ltd

  • Aurobindo Pharma Ltd

  • Bharti Hexacom Ltd

  • Interglobe Aviation Ltd

  • ICRA Ltd

  • Dr. Reddys Laboratories Ltd

  • Grasim Industries Ltd

  • TD Power Systems Ltd

  • United Breweries Ltd

  • Bajaj Finance Ltd

  • TREPS

  • Cash and Other Net Current Assets

  • Hindustan Aeronautics Ltd

  • Sona BLW Precision Forgings Ltd

  • Adani Ports and Special Economic Zone Ltd

  • NIIT Learning Systems Ltd

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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

  • Port

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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 ₹1,110.63 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 ₹-0.01(0%)yesterday to ₹176.4176.

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