Sundaram Focused Fund- Direct Plan - Growth Option

Sundaram Focused Fund- Direct Plan - Growth Option

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Equity
Direct
Focused Fund

NAV: ₹ 135.8 as on 21-09-2023

Fund Performance
zero opening, trading, fund transfer fee
334 people have invested ₹ 9.6L in Sundaram Focused Fund- Direct Plan - Growth Option in the last three months

Fund Insights

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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.
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In the last 1 year, HDFC Focused 30 Fund -Direct Plan - Growth Option has given 21.17% return, outperforming this fund by 7.18%.
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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

  1. 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.
  2. The fund has an expense ratio 1.3.

Sundaram Focused Fund- Direct Plan - Growth Option Overview

Expense ratio
Expense ratio
1.29%
Benchmark
Benchmark
S&P BSE 500 India TR INR
AUM
AUM
₹909 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹300/₹100
Exit Load
Exit Load
0.25%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
28.78%

Fund Distribution as on (31-Aug-23)

  • Equity 95.4%

  • Debt & Cash 4.7%

Size breakup

Large cap
67.7%
Mid cap
18.8%
Small cap
8.9%

Sector Allocation

Aug'23

Jul'23

Jun'23

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

Equity Holdings30

Sundaram Focused Fund- Direct Plan - Growth Option: Monthly Changes Updates

All changes are between Jun'23 and Aug'23

Fund Performance

Aug'23
Jul'23
Jun'23
Fund Returns
-1.11%
4.39%
4.91%
Nifty 500
-0.74%
3.21%
4.25%
  • 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

Parameters
Aug'23
Jul'23
Jun'23
AUM
₹ 908.8 Cr
₹ 914.9 Cr
₹ 876.2 Cr
  • 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

Sundaram Focused Fund- Direct Plan - Growth Option Fund Manager

Sudhir Kedia

Sudhir Kedia

Fund Manager of Sundaram Focused Fund- Direct Plan - Growth Option, since 16 May 2022
Ravi Gopalakrishnan

Ravi Gopalakrishnan

Fund Manager of Sundaram Focused Fund- Direct Plan - Growth Option, since 11 October 2019

Fund Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

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

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

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%

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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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%