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: 2.3% 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 |
169.6105
0.6 (0.3542%)
14.57%
Benchmark: 12.14%
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 | 7.69 | 0.69 | 11.28 | 9.56 | 12.61 |
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 05-05-2013 | 30.24 | 3.19 | 14.06 | 9.88 | 12.11 |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 20.49 | 4.79 | - | - | - |
| SBI Focused Fund - Regular Plan -Growth | 01-10-2004 | 16.63 | 9.75 | 16.09 | 11.76 | 14.37 |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 13.54 | 4.42 | 15.32 | 12.21 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 13.27 | 5.33 | 17.69 | - | - |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 13.08 | -0.7 | 13.23 | 12.33 | 13.71 |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 12.82 | 4.94 | 12.33 | 9.95 | - |
| Kotak Focused Fund- Regular Plan - Growth Option | 05-07-2019 | 11.16 | 4.72 | 15.12 | 11.75 | - |
| Invesco India Focused Fund - Growth | 08-09-2020 | 9.05 | 4.1 | 21.84 | 15.07 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.91%
Others
6.25%
Large Cap
63.72%
Mid Cap
4.12%
