Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Generated Consistent Returns. ![]() Consistently beats benchmark. ![]() Lower probablity of downside risk. | ||
Cons | ![]() 3Y returns in the bottom 25% of the category. | - |
INDMoney rank | - | 1/19 | ||
Category,Subcateogry | Equity,Focused Fund | Equity,Focused Fund | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 1100 Cr | 21456 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹300 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 1.29% | 0.59% | ||
Exit Load | 0.25% | 1% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 27 | 34 | ||
Top 5 Holdings | HDFC Bank Ltd (9.64%) ICICI Bank Ltd (9.38%) Bharti Airtel Ltd (6.01%) Kotak Mahindra Bank Ltd (4.75%) Craftsman Automation Ltd (4.65%) | ICICI Bank Ltd (9.67%) HDFC Bank Ltd (8.47%) Axis Bank Ltd (7.07%) State Bank of India (4.64%) Kotak Mahindra Bank Ltd (4.24%) | ||
No of Sectors | 9 | 10 | ||
Top 3 Sectors | Financial Services (33.52%) Consumer Cyclical (13.72%) Industrial (12.39%) | Financial Services (44.87%) Consumer Cyclical (26.24%) Health (9.09%) | ||
Equity % | 95.12% | 88.06% | ||
Debt % | - | 0.24% | ||
P/E | 27.98 | 23.13 | ||
P/B | 4.35 | 3.29 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -1.55% | 0.43% | ||
3-Month Return | 0.63% | 1.53% | ||
6-Month Return | 9.04% | 14.04% | ||
1-Year Return | -4.42% | 7.12% | ||
3-Year Return | 14.75% | 24.08% | ||
5-Year Return | 19.09% | 28.08% |
Sharpe | 0.83 | 1.63 | ||
Alpha | 1.28 | 9.06 | ||
Beta | 0.84 | 0.73 | ||
Standard Deviation | 11.98 | 10.16 | ||
Information Ratio | -0.04 | 1.77 |
Description | Sundaram Focused Fund- Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | HDFC Focused Fund -Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Ashwin Jain | Roshi Jain,Dhruv Muchhal |