Sundaram Focused Fund
100
Min SIP
300
Min Lumpsum
1.34 %
Expense Ratio
Rating
808
Fund Size (in Cr)
10 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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 14.3% | 24.4% | 14.3% | 14.1% | ||||
| Category Average | 12.7% | 26.1% | 12.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
Reliance Industr
H D F C
Infosys
Larsen & Toubro
Others
Advance Ratio
-0.08
Alpha
4.48
SD
0.98
Beta
0.44
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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Focused .
-
- 4,379
-
22%Fund Size - 4,379
-
34.4%Fund Size - 4,379
-
13.8%Fund Size - 4,379
-
- Equity .
- Focused .
-
- 6,112
-
12%Fund Size - 6,112
-
30.7%Fund Size - 6,112
-
13.2%Fund Size - 6,112
-
- Equity .
- Focused .
-
- 8,267
-
17.6%Fund Size - 8,267
-
30.1%Fund Size - 8,267
-
14.7%Fund Size - 8,267
-
- Equity .
- Focused .
-
- 258
-
10.9%Fund Size - 258
-
28%Fund Size - 258
-
14.3%Fund Size - 258
-
- Equity .
- Focused .
-
- 27,962
-
12.2%Fund Size - 27,962
-
23%Fund Size - 27,962
-
13.2%Fund Size - 27,962
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 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
How to invest in Sundaram Focused Fund ?
You can invest in Sundaram Focused Fund 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 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 ?
The NAV of Sundaram Focused Fund is ₹123.7 as of 02 June 2023.
How to redeem Sundaram Focused Fund 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?
The minimum SIP amount of Sundaram Focused Fund is ₹100
What are the top sectors Sundaram Focused Fund has invested in??
The top sectors Sundaram Focused Fund has invested in are
- ICICI Bank - 7.83%
- Reliance Industr - 7.27%
- H D F C - 7.07%
- Infosys - 6.37%
- Larsen & Toubro - 4.56%
How much returns have Sundaram Focused Fund generated ?
The Sundaram Focused Fund has delivered 14.1% since inception
What is the expense ratio of Sundaram Focused Fund ?
The expense ratio of Sundaram Focused Fund is 1.34 % as of 02 June 2023.
What is the AUM of Sundaram Focused Fund?
The AUM of Sundaram Focused Fund is ₹39,953 Cr as of 02 June 2023
What are the top stock holdings of Sundaram Focused Fund?
The top stock holdings of Sundaram Focused Fund are
- ICICI Bank - 7.83%
- Reliance Industr - 7.27%
- H D F C - 7.07%
- Infosys - 6.37%
- Larsen & Toubro - 4.56%