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 Sudhir Kedia, Ravi Gopalakrishnan. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.11% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹1033 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹300/₹100 |
Exit Load | 0.25% |
Lock In | No Lock-in |
TurnOver | 28.78% |
Size breakup
Sundaram Focused Fund- Direct Plan Half Yearly Reinvestment of Income Dis cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | -0.29% | -0.29% |
6 Month Returns | 16.26% | 16.26% |
1 Year Returns | 32.38% | 32.38% |
3 Years Returns | 62.67% | 17.61% |
5 Years Returns | 99.46% | 14.81% |
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 | -6.16 | -1.45 | -1.15 |
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 | 1.03 | 0.96 | 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 | 1.96 | 0.85 | 0.57 |
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 | 11.61 | 13.21 | 18.27 |