Sundaram Focused Fund- Direct Plan - Growth Option
Equity
Direct
Very High Risk
Focused Fund
NAV: ₹ 121.6 as on 19-01-2022
INDmoney RANK
4
/16
among Focused Fund Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
68%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
64%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
13%
About the Fund
Sundaram Focused Fund- Direct Plan - Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ravi Gopalakrishnan. The fund could potentially beat inflation in the long-run.
Key parameters
1) Sundaram Focused Fund- Direct Plan - Growth Option has a NAV of 121.6477 as on 20-Jan-2022.
2) Sundaram Focused Fund- Direct Plan - Growth Option has 696 Cr worth of assets under management (AUM) as on 20-Jan-2022 and is less than category average.
3) The fund has an expense ratio 1.52 %.
Fund Overview
Expense ratio | 1.52% | |
Benchmark | S&P BSE 500 India TR INR | |
AUM | ₹696 Cr | |
Inception Date | 1 January, 2013 | |
Min Lumpsum/SIP | ₹300/₹100 | |
Exit Load | 0.25% | |
Lock In | No Lock-in | |
TurnOver | 938.61% |
Fund Distribution
Size breakup
Large cap
66.6%
Mid cap
21.6%
Small cap
3%
Sector Allocation
| Financial Services | 30.8% |
| Tech | 13.7% |
| Industrial | 12.6% |
| Energy | 9.1% |
| Cyclical | 7.9% |
| Basic Materials | 7.3% |
| Health | 6.1% |
| Defensive | 4.8% |
| Communication | 3.8% |
| Utilities | 2% |
| Real Estate | 2% |
Top Holdings
Total Holdings20
Equity Holdings20
Debt Holdings2
Fund Highlights
About the fund
This fund has delivered an average annual returns of 16.31% since inception which is less than its category average return of 19.61%
Fund Allocations
This fund has an allocation of 91.13516% in Equity, 0% in Debt and 8.86484% in Cash related instruments
AUM size ₹696 Cr
This fund has AUM of ₹696 Cr which is less than its category average of ₹ 3452 Cr
Expense Ratio 1.52%
This fund has an expense ratio of 1.52% which is less than its category average expense ratio of 1.59%
Fund Manager
Ravi Gopalakrishnan is MBA from Bradley University, USA; Masters in Finance (Investments) from Drexel University
25 Years experience
AMC details
Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
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