Fund Insights
In the last 1 year, HDFC Focused 30 Fund -Direct Plan - Growth Option has given 15.84% return, outperforming this fund by 17.76%
In the last 3 years, ICICI Prudential Focused Equity Fund Direct Plan Growth has given 21.26% return, outperforming this fund by 5.46%
In the last 5 years, IIFL Focused Equity Fund Direct Growth has given 15.82% return, outperforming this fund by 4.42%
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, Sudhir Kedia. The fund could potentially beat inflation in the long-run.
1) Sundaram Focused Fund- Direct Plan - Growth Option has a NAV of ₹113.4857 as on 27-01-2023.
2) Sundaram Focused Fund- Direct Plan - Growth Option has ₹793 Cr worth of assets under management (AUM) as on 30-11-2022 and is less than category average.
3) The fund has an expense ratio 1.19 %.
Expense ratio | 1.19% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹793 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹300/₹100 |
Exit Load | 0.25% |
Lock In | No Lock-in |
TurnOver | 52.38% |
Sundaram Focused Fund- Direct Plan - Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | -4.03% | -4.03% |
6 Month Returns | 3.96% | 3.96% |
1 Year Returns | -1.92% | -1.92% |
3 Years Returns | 55.29% | 15.8% |
5 Years Returns | 71.53% | 11.4% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Focused Fund- Direct Plan - Growth Option | -3.33 | 1.76 | 1.84 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Focused Fund- Direct Plan - Growth Option | 1.02 | 0.88 | 0.89 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Focused Fund- Direct Plan - Growth Option | -0.17 | 0.7 | 0.49 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Focused Fund- Direct Plan - Growth Option | 16.82 | 20.64 | 18.06 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.