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Sundaram Focused Fund

Growth
176.501.58% (-2.84)

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Sundaram Focused Fund

Growth
EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 1,118 Cr
Very High RiskPrinciple investment will be at very high risk
176.501.58% (-2.84)

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EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 1,118 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.2542.151.31
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4245.471.39

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.25%
0.25% before 7D Nil after 7D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 300
Initial: ₹ 300 Incremental: ₹ 300
BenchmarkBenchmark
NIFTY 500 - TRI

About Focused Fund

Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.

Peers & Comparison

Comparing 3 mutual funds from 
EquityFocused Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Focused Fund21.90%16.07%15.63%
SBI Focused Equity Fund20.76%12.13%16.13%
HDFC Focused 30 Fund27.82%27.59%16.24%
Axis Focused Fund19.30%7.34%14.79%

Price Comparison

Compare Sundaram Focused Fund with any MF, ETF, stock or index
Compare Sundaram Focused Fund with any MF, ETF, stock or index
Sundaram Focused Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity5.84%94.16%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+14 moreConstruction & EngineeringMiscellaneousPharmaceuticalsIT Services & ConsultingPrivate Banks41.02 %5.63 %6.04 %8.54 %13.13 %25.65 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2414.32%14.28%13.65%14.41%14.22%25.65%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 1.05 %

    Holdings

    8.84 %

    1.05 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 1.14 %

    Holdings

    7.12 %

    1.14 %
  • Larsen and Toubro Ltd
    LT
    3M change : 0.74 %

    Holdings

    5.63 %

    0.74 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,453.40 Cr.

Fund Manager Profile

S. Bharath

AUM:  ₹38,479.88 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7.11yrs

Ashwin Jain

AUM:  ₹4,570.36 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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