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: 2.32% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,053.04 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: 45.5% | Exit Load: If Units purchased/ switchin within 7 days from the date of allotment 0.25% 1 NIL after 7 days from the date of allotment |
160.7671
-0.63 (-0.3931%)
14.35%
Benchmark: 12.1%
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 | 13.11 |
| Sharpe Ratio | 0.42 |
| Alpha | -1.89 |
| Beta | 0.8 |
| 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 | -0.24 | 0.25 | 9.34 | 9.75 | 12.61 |
| SBI Focused Fund - Regular Plan -Growth | 01-10-2004 | 9.76 | 9.35 | 14.76 | 12.51 | 14.35 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 9.25 | 4.79 | - | - | - |
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 05-05-2013 | 9.05 | 1.79 | 10.79 | 9.03 | 11.46 |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 6.46 | -0.89 | 12.92 | 12.49 | 14.05 |
| Kotak Focused Fund- Regular Plan - Growth Option | 05-07-2019 | 6.17 | 4.83 | 14.16 | 12.43 | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 5.96 | 4.32 | 10.7 | 10.26 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 5.6 | 5.24 | 16.89 | - | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 2.72 | 2.96 | 12.69 | 11.48 | 12.09 |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 2.53 | 3.52 | 12.87 | 12.25 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
23.99%
Others
4.59%
Large Cap
67.93%
Mid Cap
3.49%
