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.
Expense ratio | 1.11% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹1017 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹300/₹100 |
Exit Load | 0.25% |
Lock In | No Lock-in |
TurnOver | 28.78% |
Size breakup
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% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Focused Fund- Direct Plan - Growth Option | -0.38 | 0.02 | 2.57 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Focused Fund- Direct Plan - Growth Option | 0.95 | 0.95 | 0.89 |
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 |
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 |