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: 1.34% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 300.0 |
| Minimum Topup: 300.0 |
| Total Assets: 1,031.55 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 45.5% | Exit Load: 0.25% within 7 days from the date of allotment; >7 days: Nil |
180.1998
1.15 (0.6387%)
13.51%
Benchmark: 11.91%
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 | 13.46 |
| Sharpe Ratio | 0.37 |
| Alpha | 0.51 |
| 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 | 0.07 | -1.03 | 10.02 | 7.9 | 13.12 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
29.05%
Others
4.42%
Large Cap
58.18%
Mid Cap
8.35%
