Sundaram Focused Fund- Direct Plan - Growth Option
Equity
Direct
Focused Fund
NAV: ₹ 135.8 as on 21-09-2023
Fund Performance
334 people have invested ₹ 9.6L in Sundaram Focused Fund- Direct Plan - Growth Option in the last three months
Fund Insights
In the last 5 years, 360 ONE Focused Equity Fund Direct Growth has given 20.57% return, outperforming this fund by 4.52% per annum.
In the last 1 year, HDFC Focused 30 Fund -Direct Plan - Growth Option has given 21.17% return, outperforming this fund by 7.18%.
In the last 3 years, HDFC Focused 30 Fund -Direct Plan - Growth Option has given 33.63% return, outperforming this fund by 9.45% per annum.
INDmoney Rank
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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 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 Sudhir Kedia, Ravi Gopalakrishnan. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Focused Fund- Direct Plan - Growth Option has ₹909 Cr worth of assets under management (AUM) as on Aug 2023 and is less than category average.
- The fund has an expense ratio 1.3.
Sundaram Focused Fund- Direct Plan - Growth Option Overview
 | 1.29% |
 Benchmark | S&P BSE 500 India TR INR |
 | ₹909 Cr |
 | 1 January, 2013 |
 | ₹300/₹100 |
 Exit Load | 0.25% |
 | No Lock-in |
 TurnOver | 28.78% |
Fund Distribution as on (31-Aug-23)
Size breakup
Large cap
67.7%
Mid cap
18.8%
Small cap
8.9%
Sector Allocation
Financial Services
32.1%
Industrial
17.4%
Tech
12.9%
Consumer Defensive
10.8%
Health
7.7%
Energy
7.4%
Consumer Cyclical
6.9%
Real Estate
2.5%
Communication
2.3%
Top Holdings of Sundaram Focused Fund- Direct Plan - Growth Option as on (31-Aug-23)
Equity Holdings30
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 8.89% | 0% | |
 Reliance Industries Ltd | 7.1% | 0% | |
 Infosys Ltd | 6.43% | 0% | |
 ICICI Bank Ltd | 5.93% | -14.1% | |
 Larsen & Toubro Ltd | 4.64% | 0% |
See all
Sundaram Focused Fund- Direct Plan - Growth Option: Monthly Changes Updates
All changes are between Jun'23 and Aug'23
Fund Performance
- This fund’s returns stands at -1.11% whereas the fund’s underlying benchmark Nifty 500 returns stands at -0.74% as on Aug'23
- This fund underperformed Nifty 500 by 0.37% in Aug'23
AUM Change
- AUM of the fund stands at 908.8 Cr as of Aug'23
- AUM decreased by 6 Cr between Aug'23 and Jul'23
Fund Portfolio Changes
Gainers & Losers in Sundaram Focused Fund- Direct Plan - Growth Option portfolio Returns for the month of Aug
Top Growth Drivers | 1M Return |
|---|---|
 Dixon Technologies (India) Ltd | 21% |
 Coforge Ltd | 12.8% |
 Infosys Ltd | 5.1% |
Top Losers | 1M Return |
|---|---|
 State Bank of India | -8.3% |
 HDFC Bank Ltd | -5.5% |
 Reliance Industries Ltd | -4.2% |
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
Fund 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 14.88% since inception which is more than its category average return of 14.47%
Fund Allocations
This fund has an allocation of 95.35% in Equity, 0% in Debt and 4.65% in Cash related instruments
AUM size ₹909 Cr
This fund has AUM of ₹909 Cr which is less than its category average of ₹ 3715 Cr
Expense Ratio 1.29%
This fund has an expense ratio of 1.29% which is less than its category average expense ratio of 1.5%
Frequently Asked Questions
The current NAV of Sundaram Focused Fund- Direct Plan - Growth Option is ₹135.81 as on 21-Sep-2023.
Existing (Absolute + CAGR) as on 21-Sep-2023.
Sundaram Focused Fund- Direct Plan - Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 3.13% | 3.13% |
6 Month Returns | 23.22% | 23.22% |
1 Year Returns | 13.99% | 13.99% |
3 Years Returns | 91.49% | 24.18% |
5 Years Returns | 110.52% | 16.05% |
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- Select your bank account and proceed with Payment.
1.29% as on August 2023
₹909 Cr as on August 2023
HDFC Bank Ltd(8.89%), Reliance Industries Ltd(7.1%), Infosys Ltd(6.43%), ICICI Bank Ltd(5.93%), Larsen & Toubro Ltd(4.64%) as on August 2023
Financial Services(30.61%), Industrial(16.56%), Tech(12.31%) as on August 2023
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 | 1.65 | 0.11 | 2.54 |
As on August 2023
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 | 1 | 1.02 | 0.89 |
As on August 2023
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 | 0.56 | 1.16 | 0.57 |
As on August 2023
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 | 12.02 | 15.24 | 17.85 |
As on August 2023
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 2.5 as on August 2023. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Information ratio is 0.1 as on August 2023. It tells the consistency of the fund in generating superior risk-adjusted performance
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%