Mutual Fund Details

Sundaram Focused Fund Direct-Growth

Name: Sundaram Focused Fund Direct-Growth
Brand: Sundaram Mutual Fund

Equity Flexi Cap

NAV

₹160.0306

as on 26 Apr 2024, 10:13 PM

₹-0.2913(0.18%)

Last Change

Scheme Ratings

rated by Value Research

Flexi Cap

Rankings based on | as on Invalid date

Videos: for Sundaram Mutual Fund

Principal Focused Multicap Fund

Schemes Managed By

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,64,475

₹1,69,704

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹69,703

Profit (absolute return)

69.70%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

9.04%

In the last 6 months

23.81%

In the last 1 year

36.87%

In the last 3 years

69.70%

In the last 5 years

138.78%

In the last 10 years

351.17%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Focused Fund Direct-Growth

as of 31 Mar 2024, 05:30 AM

₹1,033.49 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 0.25% if redeemed within 7 days.

1.25%

Expense Ratio

Plan

Growth

4.68%

Cash Holding

Benchmark

NIFTY 500 Total Return Index

Scheme Document

View

Benchmark

NIFTY 500 Total Return Index

Exit Load

Exit load of 0.25% if redeemed within 7 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Sector

Financial

27.31%

₹282.28 Cr

Services

16.28%

₹168.23 Cr

Technology

8.92%

₹92.14 Cr

Construction

8.35%

₹86.29 Cr

Healthcare

8.03%

₹82.95 Cr

Others

31.12%

₹321.62 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Sector

Financial

27.31%

₹282.28 Cr

Services

16.28%

₹168.23 Cr

Technology

8.92%

₹92.14 Cr

Construction

8.35%

₹86.29 Cr

Healthcare

8.03%

₹82.95 Cr

Others

31.12%

₹321.62 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Company

Reliance Industries Ltd.

7.99%

₹82.58 Cr

HDFC Bank Ltd.

7.71%

₹79.68 Cr

ICICI Bank Ltd.

5.95%

₹61.49 Cr

Larsen & Toubro Ltd.

5.56%

₹57.46 Cr

State Bank of India

4.88%

₹50.43 Cr

Others

67.91%

₹701.85 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Company

Reliance Industries Ltd.

7.99%

₹82.58 Cr

HDFC Bank Ltd.

7.71%

₹79.68 Cr

ICICI Bank Ltd.

5.95%

₹61.49 Cr

Larsen & Toubro Ltd.

5.56%

₹57.46 Cr

State Bank of India

4.88%

₹50.43 Cr

Others

67.91%

₹701.85 Cr

View All

Funds in this Category

This fund's returns:

19.26%

Return Duration

3 Years

Quant Flexi Cap Fund Direct-Growth

JM Flexicap Fund Direct Plan-Growth

HDFC Focused 30 Fund Direct Plan-Growth

About Sundaram Focused Fund Direct-Growth

Sundaram Focused Fund Direct-Growth is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Sudhir Kedia and Ravi Gopalakrishnan. It has an AUM of ₹1,033.49 Crores and the latest NAV decalared is ₹160.031 as on 27 Apr 2024 at 10:41 am.

Sundaram Focused Fund Direct-Growth scheme return performance in last 1 year is 36.87%, in last 3 years is 69.70% and 412.59% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.