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, Sudhir Kedia. 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 ₹35.2289 as on 03-02-2023.
2) Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl has ₹793 Cr worth of assets under management (AUM) as on 31-12-2022 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 Half Yearly Reinvestment of Income Dis cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | -3.33% | -3.33% |
6 Month Returns | 1.96% | 1.96% |
1 Year Returns | -3.7% | -3.7% |
3 Years Returns | 59.58% | 16.86% |
5 Years Returns | 56.75% | 9.41% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl | -3.99 | 1.09 | -1.04 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl | 1.01 | 0.88 | 0.9 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl | -0.39 | 0.62 | 0.27 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl | 17.18 | 20.85 | 18.86 |
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.