Reliabull Wealth Managers Pvt. Ltd.

Sundaram Focused Fund(G)

As on Apr-16-2024 change fund

143.30

-0.52 (-0.36%)

fund objective

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2019-2020	2020-2021	2021-2022	2022-2023	2023-2024
NAV in Rs (as on 31-Mar-2024)	54.82	88.92	109.54	104.89	143.44
Net Assets(Rs Crores) (as on 31-Mar-2024)	293.96	525.60	694.19	771.81	1033.49
Scheme Returns(%)(Absolute)	-13.55	67.71	21.50	-5.24	36.25
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	1/26	14/29	8/28	22/27	16/28

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2023-2024	13.83	4.64	9.48	4.87
2022-2023	-12.91	11.55	3.35	-4.63
2021-2022	12.10	8.98	1.56	-0.71
2020-2021	14.67	7.14	22.51	7.77
2019-2020	2.62	-0.85	7.13	-20.48

Top 10 holdings

company	(%)
Reliance Industries Ltd.	7.99
HDFC Bank Ltd.	7.71
ICICI Bank Ltd.	5.95
Larsen & Toubro Ltd.	5.56
State Bank Of India	4.88
Canara Bank	4.24
Nestle India Ltd.	4.16
Zomato Ltd.	3.87
Avenue Supermarts Ltd.	3.68
Infosys Ltd.	3.41

Top 10 sectors

sectors	(%)
Bank - Private	13.65
IT - Software	10.75
Bank - Public	9.12
Pharmaceuticals & Drugs	8.03
Refineries	7.99
Engineering - Industrial Equipments	5.64
Engineering - Construction	5.56
Finance - NBFC	4.54
Electric Equipment	4.30
Consumer Food	4.16

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Focused Fund(G)	Large-Growth	11-Nov-2005	1,033.49	33.59	17.06	17.22	15.32	15.53
HDFC Focused 30 Fund(G)	Large-Growth	17-Sep-2004	10,432.98	38.86	28.79	18.55	15.88	16.09
Mahindra Manulife Focused Fund-Reg(G)	Large-Growth	17-Nov-2020	1,228.99	47.20	24.87	NA	NA	28.60
ICICI Pru Focused Equity Fund(G)	Large-Growth	28-May-2009	7,582.58	43.54	23.62	19.20	15.41	14.40
Invesco India Focused Fund-Reg(G)	Large-Growth	29-Sep-2020	2,349.66	61.76	23.55	NA	NA	26.62
Quant Focused Fund(G)	Large-Growth	01-Aug-2008	809.10	53.93	22.57	21.76	20.31	14.63
Franklin India Focused Equity Fund(G)	Large-Growth	26-Jul-2007	11,160.20	37.48	22.05	17.53	18.49	14.35
JM Focused Fund-Reg(G)	Large-Growth	05-Mar-2008	88.96	48.73	21.63	13.68	16.01	3.68
360 ONE Focused Equity Fund-Reg(G)	Large-Growth	30-Oct-2014	6,794.35	35.65	21.20	21.19	NA	16.34
HSBC Focused Fund-Reg(G)	Large-Growth	22-Jul-2020	1,569.67	38.35	19.01	NA	NA	23.60
Tata Focused Equity Fund-Reg(G)	Large-Growth	05-Dec-2019	1,640.36	35.53	19.00	NA	NA	17.98
Baroda BNP Paribas Focused Fund-Reg(G)	Large-Growth	06-Oct-2017	590.64	36.80	18.26	15.80	NA	11.23
Nippon India Focused Equity Fund(G)	Large-Growth	26-Dec-2006	7,607.84	30.44	17.98	16.36	18.05	14.41
Aditya Birla SL Focused Fund(G)	Large-Growth	24-Oct-2005	7,056.04	34.86	17.31	15.20	14.72	14.46
Kotak Focused Equity Fund-Reg(G)	Large-Growth	16-Jul-2019	3,187.12	31.69	17.03	NA	NA	17.42
Bandhan Focused Equity Fund-Reg(G)	Large-Growth	16-Mar-2006	1,507.84	36.68	16.66	14.20	12.77	11.46
SBI Focused Equity Fund-Reg(G)	Large-Growth	11-Oct-2004	32,190.38	30.44	16.14	15.42	17.21	18.90
Union Focused Fund-Reg(G)	Large-Growth	05-Aug-2019	388.31	29.43	16.09	NA	NA	19.09
LIC MF Focused 30 Equity Fund-Reg(G)	Large-Growth	17-Nov-2017	130.45	21.83	15.04	13.00	NA	10.29
DSP Focus Fund-Reg(G)	Large-Growth	10-Jun-2010	2,188.97	38.44	14.84	13.87	14.65	11.41
Motilal Oswal Focused Fund-Reg(G)	Large-Growth	13-May-2013	1,803.57	30.40	12.31	13.92	14.32	14.00
Mirae Asset Focused Fund-Reg(G)	Large-Growth	14-May-2019	8,425.01	21.10	12.10	NA	NA	17.28
Axis Focused 25 Fund-Reg(G)	Large-Growth	29-Jun-2012	14,086.94	31.25	9.78	12.37	14.51	14.49
Edelweiss Focused Fund-Reg(G)	Large-Growth	01-Aug-2022	723.96	36.41	NA	NA	NA	22.14
UTI Focused Fund-Reg(G)	Large-Growth	25-Aug-2021	2,480.93	35.50	NA	NA	NA	12.38
Canara Rob Focused Equity Fund-Reg(G)	Large-Growth	17-May-2021	2,251.49	33.79	NA	NA	NA	19.06
ITI Focused Equity Fund-Reg(G)	Large-Growth	19-Jun-2023	334.16	NA	NA	NA	NA	27.02
Old Bridge Focused Equity Fund-Reg(G)	Large-Growth	24-Jan-2024	223.43	NA	NA	NA	NA	2.80

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