Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl
NAV: ₹ 40.1 as on 18-01-2022
Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl 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.
1) Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl has a NAV of 40.0656 as on 19-Jan-2022.
2) Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl has 677 Cr worth of assets under management (AUM) as on 19-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 | ₹677 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
| 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
Fund Highlights
About the fund
Fund Allocations
AUM size ₹677 Cr
Expense Ratio 1.52%
Ravi Gopalakrishnan is MBA from Bradley University, USA; Masters in Finance (Investments) from Drexel University
25 Years experience
AMC details
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Frequently Asked Questions