Sundaram Focused Fund Direct Plan - Growth Option
Fund House: Sundaram Mutual Fund| Category: Equity: Focused |
| Launch Date: 02-01-2013 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 1.32% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,068.19 Cr As on 31-07-2026(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 |
187.1844
-2.18 (-1.1658%)
13.95%
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
0 Years 0 Months
1 Years 5 Months
2 Years 2 Months
8 Years 4 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 | 13.12 |
| Sharpe Ratio | 0.5 |
| Alpha | -0.87 |
| 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 Direct Plan - Growth Option | 02-01-2013 | 6.33 | 1.02 | 11.67 | 10.27 | 13.44 |
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 05-05-2013 | 26.11 | 2.54 | 13.33 | 9.23 | 11.91 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 18.07 | 4.31 | - | - | - |
| SBI Focused Fund - Regular Plan -Growth | 01-10-2004 | 15.03 | 9.41 | 15.69 | 11.59 | 14.3 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 11.1 | 5.05 | 17.15 | - | - |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 10.8 | -1.35 | 12.6 | 11.85 | 13.5 |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 9.81 | 3.39 | 14.21 | 11.46 | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 8.2 | 4.06 | 11.38 | 9.33 | - |
| Kotak Focused Fund- Regular Plan - Growth Option | 05-07-2019 | 7.81 | 3.85 | 14.07 | 11.14 | - |
| 360 One Focused Fund -Regular Plan - Growth | 30-10-2014 | 6.53 | -0.73 | 11.01 | 10.56 | 14.24 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.91%
Others
6.25%
Large Cap
63.72%
Mid Cap
4.12%
