Sundaram Focused Fund- Direct Plan - Growth Option
Equity
Direct
Focused Fund
NAV: ₹ 156.74 as on 16-04-2024
Fund Performance
266 people have invested ₹ 7.7L in Sundaram Focused Fund- Direct Plan - Growth Option in the last three months
Mutual Fund Insights
In the last 3 years, HDFC Focused 30 Fund -Direct Plan - Growth Option has given 30.51% return, outperforming this fund by 12.2% per annum.
In the last 1 year, Invesco India Focused Fund Direct Growth has given 63.92% return, outperforming this fund by 28.91%.
In the last 5 years, Quant Focused fund Growth Option Direct Plan has given 23.95% return, outperforming this fund by 5.61% per annum.
This fund expense ratio is slightly on the lower side within the category (focused fund). Its expense ratio is 1.16% which is lower than the category average expense ratio of 1.28%.
INDmoney Rank of Sundaram Focused Fund- Direct Plan - Growth Option
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IND ranking is not available for this fund.
Pros
5Y returns in the top 25% of the category
Beats FD returns for both 3Y & 5Y duration
Cons
No bad points found for this fund.
About the Sundaram Focused Fund- Direct Plan - Growth Option
Sundaram Focused Fund- Direct Plan - Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sudhir Kedia, Ravi Gopalakrishnan. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Focused Fund- Direct Plan - Growth Option has ₹1017 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 1.1.
Sundaram Focused Fund- Direct Plan - Growth Option Overview
 | 1.11% |
 Benchmark | S&P BSE 500 India TR INR |
 | ₹1017 Cr |
 | 1 January, 2013 |
 | ₹300/₹100 |
 Exit Load | 0.25% |
 | No Lock-in |
 TurnOver | 28.78% |
Sundaram Focused Fund- Direct Plan - Growth Option Distribution as on (31-Mar-24)
Size breakup
Large cap
75.8%
Mid cap
10.1%
Small cap
7.8%
Sector Allocation
Financial Services
32.2%
Industrial
16.7%
Consumer Defensive
11.7%
Tech
10.9%
Health
8.4%
Energy
8.4%
Consumer Cyclical
6%
Basic Materials
3.4%
Communication
2.5%
Top Holdings of Sundaram Focused Fund- Direct Plan - Growth Option as on (31-Mar-24)
Equity Holdings30
Debt Holdings1
Sundaram Focused Fund- Direct Plan - Growth Option: Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- This fund’s returns stands at 2.07% whereas the fund’s underlying benchmark Nifty 500 returns stands at -0.47% as on Mar'24
- This fund outperformed Nifty 500 by 2.54% in Mar'24
AUM Change
- AUM of the fund stands at 1K Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Gainers & Losers in Sundaram Focused Fund- Direct Plan - Growth Option portfolio Returns for the month of Mar
Top Growth Drivers | 1M Return |
|---|---|
 Zomato Ltd | 29.2% |
 ABB India Ltd | 20.7% |
 Avenue Supermarts Ltd | 20.1% |
Top Losers | 1M Return |
|---|---|
 Coforge Ltd | -9% |
 Infosys Ltd | -7.9% |
 LTIMindtree Ltd | -5.9% |
Peer Analysis
Sundaram Focused Fund- Direct Plan - Growth Option Fund Manager
Sudhir Kedia
Fund Manager of Sundaram Focused Fund- Direct Plan - Growth Option, since 16 May 2022
Top funds managed
Ravi Gopalakrishnan
Fund Manager of Sundaram Focused Fund- Direct Plan - Growth Option, since 11 October 2019
Top funds managed
Sundaram Focused Fund- Direct Plan - Growth Option Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 15.43% since inception which is less than its category average return of 16.01%
Fund Allocations
This fund has an allocation of 95.6% in Equity, 0% in Debt and 4.4% in Cash related instruments
AUM size ₹1017 Cr
This fund has AUM of ₹1017 Cr which is less than its category average of ₹ 4159 Cr
Expense Ratio 1.11%
This fund has an expense ratio of 1.11% which is less than its category average expense ratio of 1.49%
Frequently Asked Questions
The current NAV of Sundaram Focused Fund- Direct Plan - Growth Option is ₹156.74 as on 16-Apr-2024.
Existing (Absolute + CAGR) as on 16-Apr-2024.
Sundaram Focused Fund- Direct Plan - Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 3.7% | 3.7% |
6 Month Returns | 15.86% | 15.86% |
1 Year Returns | 35% | 35% |
3 Years Returns | 65.58% | 18.3% |
5 Years Returns | 132.03% | 18.33% |
With INDmoney, the process of investing is very simple and involves zero commission.
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1.11% as on March 2024
₹1017 Cr as on March 2024
Reliance Industries Ltd(7.99%), HDFC Bank Ltd(7.59%), ICICI Bank Ltd(5.82%), Larsen & Toubro Ltd(5.22%), State Bank of India(4.94%) as on March 2024
Financial Services(30.74%), Industrial(15.94%), Consumer Defensive(11.14%) as on March 2024
The alpha ratio for the Sundaram Focused Fund- Direct Plan - Growth Option for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Focused Fund- Direct Plan - Growth Option | -0.38 | 0.02 | 2.57 |
As on March 2024
The alpha for Sundaram Focused Fund- Direct Plan - Growth Option is calculated against S&P BSE 500 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Sundaram Focused Fund- Direct Plan - Growth Option for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Focused Fund- Direct Plan - Growth Option | 0.95 | 0.95 | 0.89 |
As on March 2024
The Beta for Sundaram Focused Fund- Direct Plan - Growth Option is calculated with S&P BSE 500 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Sundaram Focused Fund- Direct Plan - Growth Option for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Focused Fund- Direct Plan - Growth Option | 2.45 | 0.97 | 0.8 |
As on March 2024
The sharpe ratio for Sundaram Focused Fund- Direct Plan - Growth Option is calculated with S&P BSE 500 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Sundaram Focused Fund- Direct Plan - Growth Option for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Focused Fund- Direct Plan - Growth Option | 10.78 | 13.08 | 17.43 |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 1.72 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Sudhir Kedia, Ravi Gopalakrishnan are the fund managers of Sundaram Focused Fund- Direct Plan - Growth Option
The Exit load of Sundaram Focused Fund- Direct Plan - Growth Option is 0.25%