Sundaram Focused Fund – Direct Growth

Equity · Focused
 · ★★★★
₹ 100
Min SIP
₹ 300
Min Lumpsum
1.16 %
Expense Ratio
★★★★
Rating
1,033
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 12 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 39.3% 18.9% 19.4% 15.6%
Category Average 40.2% 21.2% 17.7% -

Scheme Allocation

By Holding
By Sector
By Asset
7.71%
5.95%
Others
67.92%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 7.99%
HDFC Bank Banks Equity 7.71%
ICICI Bank Banks Equity 5.95%
Larsen & Toubro Infrastructure Developers & Operators Equity 5.56%
St Bk of India Banks Equity 4.88%
Canara Bank Banks Equity 4.24%
Nestle India FMCG Equity 4.16%
Zomato Ltd E-Commerce/App based Aggregator Equity 3.87%
Avenue Super. Retail Equity 3.68%
Infosys IT - Software Equity 3.41%
Sun Pharma.Inds. Pharmaceuticals Equity 3.28%
Asian Paints Paints/Varnish Equity 3.22%
Tech Mahindra IT - Software Equity 2.9%
Bharat Electron Aerospace & Defence Equity 2.85%
Triveni Turbine Capital Goods - Electrical Equipment Equity 2.79%
Cholaman.Inv.&Fn Finance Equity 2.52%
Info Edg.(India) E-Commerce/App based Aggregator Equity 2.49%
Aurobindo Pharma Pharmaceuticals Equity 2.45%
A B B Capital Goods - Electrical Equipment Equity 2.4%
Dr Reddy's Labs Pharmaceuticals Equity 2.29%
ICRA Credit Rating Agencies Equity 2.27%
Bajaj Finance Finance Equity 2.02%
TD Power Systems Capital Goods - Electrical Equipment Equity 1.9%
NIIT Learning IT - Software Equity 1.84%
United Breweries Alcoholic Beverages Equity 1.81%
LTIMindtree IT - Software Equity 1.48%
Sona BLW Precis. Auto Ancillaries Equity 1.39%
Coforge IT - Software Equity 1.13%
Adani Ports Marine Port & Services Equity 1.1%
Interglobe Aviat Air Transport Service Equity 1.03%
Banks
22.73%
IT-Software
10.38%
Retailing
9.2%
Pharmaceuticals & Biotech
8.03%
Petroleum Products
7.99%
Others
41.67%
View all Sectors
Sectors Asset
Banks 22.73%
IT-Software 10.38%
Retailing 9.2%
Pharmaceuticals & Biotech 8.03%
Petroleum Products 7.99%
Electrical Equipments 6.67%
Finance 5.52%
Construction 5.22%
Food Products 4.19%
Debt 3.76%
Consumer Durables 3.25%
Aerospace & Defense 2.95%
Capital Markets 2.49%
Auto Components 2.17%
Other Consumer Services 1.92%
Beverages 1.8%
Transport Infrastructure 1.1%
Others 0.98%
Cash & Others -0.34%
Equity
94.61%
Reverse Repos
3.36%
Mutual Funds Units
2.91%
Net Curr Ass/Net Receivables
-0.89%

Advance Ratio

-0.93
Alpha
3.79
SD
0.95
Beta
0.79
Sharpe

Exit Load

Exit Load 0.25% - For redemptions within 7 days from the date of allotment. Nil - For redemptions after 7 days from the date of allotment.

Fund Objective

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

Fund Managers

Ravi Gopalakrishnan

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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Frequently Asked Questions

How to invest in Sundaram Focused Fund – Direct Growth ?

You can invest in Sundaram Focused Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Focused Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Focused Fund – Direct Growth ?

The NAV of Sundaram Focused Fund – Direct Growth is ₹159.1 as of 12 April 2024.

How to redeem Sundaram Focused Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Focused Fund – Direct Growth?

The minimum SIP amount of Sundaram Focused Fund – Direct Growth is ₹100

What are the top sectors Sundaram Focused Fund – Direct Growth has invested in?

The top sectors Sundaram Focused Fund – Direct Growth has invested in are
  1. Banks - 22.73%
  2. IT-Software - 10.38%
  3. Retailing - 9.2%
  4. Pharmaceuticals & Biotech - 8.03%
  5. Petroleum Products - 7.99%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Focused Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Focused Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Focused Fund – Direct Growth generated ?

The Sundaram Focused Fund – Direct Growth has delivered 15.6% since inception

What is the expense ratio of Sundaram Focused Fund – Direct Growth ?

The expense ratio of Sundaram Focused Fund – Direct Growth is 1.16 % as of 12 April 2024.

What is the AUM of Sundaram Focused Fund – Direct Growth?

The AUM of Sundaram Focused Fund – Direct Growth is ₹49,195 Cr as of 12 April 2024

What are the top stock holdings of Sundaram Focused Fund – Direct Growth?

The top stock holdings of Sundaram Focused Fund – Direct Growth are
  1. Reliance Industr - 7.99%
  2. HDFC Bank - 7.71%
  3. ICICI Bank - 5.95%
  4. Larsen & Toubro - 5.56%
  5. St Bk of India - 4.88%

How can I redeem my investments in Sundaram Focused Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Focused Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now