Sundaram Focused Fund- Direct Plan - Growth Option
Sundaram Focused Fund- Direct Plan - Growth Option

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
Expense ratio
1.52%
Benchmark
Benchmark
S&P BSE 500 India TR INR
AUM
AUM
₹696 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
938.61%

Fund Distribution

  • Equity 91.1%
  • Debt & Cash 8.9%
Size breakup
Large cap
66.6%
Mid cap
21.6%
Small cap
3%
Sector Allocation
Financial Services30.8%
Tech13.7%
Industrial12.6%
Energy9.1%
Cyclical7.9%
Basic Materials7.3%
Health6.1%
Defensive4.8%
Communication3.8%
Utilities2%
Real Estate2%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings20
Equity Holdings20
Debt Holdings2
Cash And Other Net Current Assets^
Cash And Other Net Current Assets^
8.8%
Infosys Ltd
Infosys Ltd
8.5%
ICICI Bank Ltd
ICICI Bank Ltd
6.9%
Reliance Industries Ltd
Reliance Industries Ltd
5.8%
HDFC Bank Ltd
HDFC Bank Ltd
5.4%
Housing Development Finance Corp Ltd
Housing Development Finance Corp Ltd
4.4%
Avenue Supermarts Ltd
Avenue Supermarts Ltd
4.4%
Bajaj Finserv Ltd
Bajaj Finserv Ltd
4%

Fund Highlights

About the fund

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

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

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%

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%

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,

Frequently Asked Questions

What are the average returns of Sundaram Focused Fund- Direct Plan - Growth Option Fund ?

What is the current NAV of Sundaram Focused Fund- Direct Plan - Growth Option Fund?

How do I invest in Sundaram Focused Fund- Direct Plan - Growth Option Fund?

What is the expense ratio of Sundaram Focused Fund- Direct Plan - Growth Option fund?

What is the worth of total assets under management (AUM) of Sundaram Focused Fund- Direct Plan - Growth Option fund ?

What are the top holdings of Sundaram Focused Fund- Direct Plan - Growth Option Fund?

What are the top sectors Sundaram Focused Fund- Direct Plan - Growth Option Fund has invested in?