Sundaram Focused Fund – Direct Growth

Equity . Focused Funds
 . 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹ 100 ₹ 300 1.49 % 4★ ₹ - 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size Fund Age
₹ 100 ₹ 300 1.49 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹ 1.49 Cr 10 Years
Rating Fund Size Fund Age

Scheme Performance

Returns and Ranks ( as on April 28.2022 )
1 Month1M 1 Year1Y 3 Years3Y 5 Years5Y
Trailing Returns 4.87% 21.07% 14.16% 14.45%
Category Average 0.02% 9.23% 13.32% -

Scheme Allocation

Holding
Sector
Asset
TREPS
9.63%
ICICI Bank
8.7%
H D F C
6.89%
Infosys
6.28%
Reliance Industr
5.79%
Others
62.72%
Banks
16.37%
Finance
12.39%
Debt
10.35%
Petroleum Products
7.28%
Automobiles
4.16%
Others
49.46%
Equity
92.29%
Reverse Repos
9.63%
Net Curr Ass/Net Receivables
-1.92%
Others
0%

Exit Load & Tax Implication

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.

Advance Ratio

-0.02 1.14 0.98 -0.02
Alpha SD Beta Sharpe

Risk-O-Meter

AMC Contact Details

Sundaram Mutual Fund
AUM:
39,954 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

Frequently Asked Questions

The NAV of Sundaram Focused Fund – Direct Growth is ₹114.23 as of 10 August 2022.