Sundaram Focused Fund – Direct Growth

Equity · Focused
 · ★★★★
₹ 100
Min SIP
₹ 300
Min Lumpsum
1.28 %
Expense Ratio
★★★★
Rating
914
Fund Size (in Cr)
12 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 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 12.7% 23.1% 14.7% 14.6%
Category Average 9.7% 22.7% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
8.76%
6.13%
6.03%
Others
66.77%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 8.76%
Reliance Industr Refineries Equity 7.47%
ICICI Bank Banks Equity 6.13%
Infosys IT - Software Equity 6.03%
St Bk of India Banks Equity 4.85%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.57%
Canara Bank Banks Equity 3.69%
Avenue Super. Retail Equity 3.2%
Ashok Leyland Automobile Equity 3.07%
Tata Motors Automobile Equity 2.96%
Bajaj Finance Finance Equity 2.95%
Cholaman.Inv.&Fn Finance Equity 2.78%
ICRA Credit Rating Agencies Equity 2.77%
Dr Reddy's Labs Pharmaceuticals Equity 2.65%
Sun Pharma.Inds. Pharmaceuticals Equity 2.61%
Bharat Electron Electronics Equity 2.5%
Triveni Turbine Capital Goods - Electrical Equipment Equity 2.48%
A B B Capital Goods - Electrical Equipment Equity 2.39%
Oberoi Realty Realty Equity 2.36%
LTIMindtree IT - Software Equity 2.3%
Maruti Suzuki Automobile Equity 2.15%
Aurobindo Pharma Pharmaceuticals Equity 2.09%
United Breweries Alcoholic Beverages Equity 2%
Sona BLW Precis. Auto Ancillaries Equity 1.99%
Dixon Technolog. Consumer Durables Equity 1.94%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.8%
Vedant Fashions Retail Equity 1.73%
B H E L Capital Goods - Electrical Equipment Equity 1.69%
TD Power Systems Capital Goods - Electrical Equipment Equity 1.37%
Navin Fluo.Intl. Chemicals Equity 0.93%
Jio Financial Finance Equity 0.77%
Banks
23.43%
IT-Software
8.33%
Electrical Equipments
7.93%
Petroleum Products
7.47%
Pharmaceuticals & Biotech
7.36%
Others
45.49%
View all Sectors
Sectors Asset
Banks 23.43%
IT-Software 8.33%
Electrical Equipments 7.93%
Petroleum Products 7.47%
Pharmaceuticals & Biotech 7.36%
Retailing 6.72%
Finance 6.5%
Debt 5.22%
Automobiles 5.1%
Construction 4.57%
Agricultural, Commercial 3.07%
Capital Markets 2.77%
Aerospace & Defense 2.5%
Realty 2.36%
Beverages 2%
Auto Components 1.99%
Consumer Durables 1.94%
Chemicals & Petrochemical 0.93%
Cash & Others -0.21%
Equity
94.98%
Reverse Repos
5.22%
Net Curr Ass/Net Receivables
-0.21%

Advance Ratio

0.01
Alpha
4.42
SD
1.02
Beta
0.41
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:
45,611 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 ₹132.9 as of 18 August 2023.

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 - 23.43%
  2. IT-Software - 8.33%
  3. Electrical Equipments - 7.93%
  4. Petroleum Products - 7.47%
  5. Pharmaceuticals & Biotech - 7.36%

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 14.6% since inception

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

The expense ratio of Sundaram Focused Fund – Direct Growth is 1.28 % as of 18 August 2023.

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

The AUM of Sundaram Focused Fund – Direct Growth is ₹45,611 Cr as of 18 August 2023

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

The top stock holdings of Sundaram Focused Fund – Direct Growth are
  1. HDFC Bank - 8.76%
  2. Reliance Industr - 7.47%
  3. ICICI Bank - 6.13%
  4. Infosys - 6.03%
  5. St Bk of India - 4.85%

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.
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