Sundaram Focused Fund Growth Option
Fund House: Sundaram Mutual Fund| Category: Equity: Focused |
| Launch Date: 05-01-2013 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 2.28% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,096.8 Cr As on 31-08-2026(Source:AMFI) |
| Turn over: 45.5% | Exit Load: If Units purchased/ switchin within 7 days from the date of allotment 0.25%. NIL after 7 days from the date of allotment |
164.0849
-0.68 (-0.4162%)
14.34%
Benchmark: 12.03%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
-5 Years -5 Months
1 Years 5 Months
3 Years 7 Months
8 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.93 |
| Sharpe Ratio | 0.49 |
| Alpha | -0.21 |
| Beta | 0.79 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Focused Fund Growth Option | 05-01-2013 | 1.07 | -1.98 | 9.51 | 8.65 | 12.29 |
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 05-05-2013 | 23.3 | 2.77 | 14.0 | 9.59 | 11.99 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 12.72 | 2.76 | - | - | - |
| SBI Focused Fund - Regular Plan -Growth | 01-10-2004 | 9.16 | 7.19 | 14.67 | 10.61 | 14.07 |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 7.53 | -1.89 | 12.42 | 11.72 | 13.44 |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 6.31 | 2.33 | 13.82 | 11.31 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 4.98 | 2.39 | 15.93 | - | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 3.35 | 1.28 | 14.86 | 11.48 | 12.42 |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 3.29 | 1.79 | 10.49 | 8.57 | - |
| Kotak Focused Fund- Regular Plan - Growth Option | 05-07-2019 | 3.1 | 1.69 | 13.36 | 10.69 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.85%
Others
6.67%
Large Cap
58.03%
Mid Cap
6.45%
