Mutual Fund Research

Sundaram Focused Fund(G)

As on Jun-02-2023 change fund
114.19  up0.45 (0.39%)

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 year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 31-Mar-2023)63.2454.8288.92109.54104.89
Net Assets(Rs Crores) (as on 31-Mar-2023) 319.04 293.96 525.60 694.19 771.81
Scheme Returns(%)(Absolute)7.20-13.5567.7121.50-5.24
B'mark Returns(%)(Absolute)NANANANANA
Category Rank8/231/2614/298/2822/27
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2022-2023-12.9111.553.35-4.63
2021-202212.108.981.56-0.71
2020-202114.677.1422.517.77
2019-20202.62-0.857.13-20.48
2018-20193.460.281.872.51
Top 10 holdings
company (%)
ICICI Bank Ltd.7.83 
Reliance Industries Ltd.7.27 
Housing Development Finance Co...7.07 
Infosys Ltd.6.37 
Larsen & Toubro Ltd.4.56 
Canara Bank4.38 
State Bank Of India4.04 
Avenue Supermarts Ltd.3.13 
Ashok Leyland Ltd.2.93 
Triveni Turbine Ltd.2.80 

Category

Focused Fund

Launch Date

11-Nov-05

Scheme Benchmark

NA

AUM ( in Cr.)

808.92

portfolio price to book value

5.72

investing style?

Large Growth

fund manager?

Ravi Gopalakrishnan,Sudhir Kedia

inception date (regular plan)

11-Nov-05

expense ratio (regular plan) %

2.37

Top 10 sectors
sectors (%)
IT - Software8.44
Bank - Public8.42
Engineering - Industrial Equipments8.10
Bank - Private7.83
Refineries7.27
Finance - Housing7.07
Automobiles-Trucks/Lcv5.63
Engineering - Construction4.56
Retailing3.13
Automobiles - Passenger Cars2.65

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

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
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-2005808.9213.1023.1413.2914.6114.87
HDFC Focused 30 Fund(G)Large-Growth 17-Sep-20044,379.7420.3632.7012.4914.5415.13
Nippon India Focused Equity Fund(G)Large-Growth 26-Dec-20066,112.0111.3229.7912.3918.4513.78
Franklin India Focused Equity Fund(G)Large-Growth 26-Jul-20078,267.9916.6829.0113.6717.6513.34
360 ONE Focused Equity Fund-Reg(G)Large-Growth 30-Oct-20143,671.5119.0027.5617.18NA14.64
Tata Focused Equity Fund-Reg(G)Large-Growth 05-Dec-20191,262.3312.9425.64NANA14.46
ICICI Pru Focused Equity Fund(G)Large-Growth 28-May-20094,172.4315.8125.5613.5913.9612.86
Quant Focused Fund(G)Large-Growth 01-Aug-2008258.818.8525.5412.5317.4312.49
Mirae Asset Focused Fund-Reg(G)Large-Growth 14-May-20198,655.956.4625.33NANA17.44
Kotak Focused Equity Fund-Reg(G)Large-Growth 16-Jul-20192,531.4411.1723.75NANA14.83
Union Focused Fund-Reg(G)Large-Growth 05-Aug-2019326.8011.6523.26NANA17.44
SBI Focused Equity Fund-Reg(G)Large-Growth 11-Oct-200427,962.2911.1621.7212.0115.5418.57
IDBI Focused 30 Equity Fund-Reg(G)Large-Growth 17-Nov-2017127.6510.7921.599.72NA8.74
Aditya Birla SL Focused Equity Fund(G)Large-Growth 24-Oct-20055,805.149.9421.4810.9214.0813.62
JM Focused Fund-Reg(G)Large-Growth 05-Mar-200843.6917.8120.808.3713.431.71
Baroda BNP Paribas Focused Fund-Reg(G)Large-Growth 06-Oct-2017322.7611.8820.309.55NA7.94
Bandhan Focused Equity Fund-Reg(G)Large-Growth 16-Mar-20061,246.3213.6619.897.2811.3010.56
DSP Focus Fund-Reg(G)Large-Growth 10-Jun-20101,763.6911.5819.169.0112.9410.03
Motilal Oswal Focused Fund-Reg(G)Large-Growth 13-May-20131,703.1611.5317.669.6813.3413.03
Axis Focused 25 Fund-Reg(G)Large-Growth 29-Jun-201215,266.534.1215.958.1713.0513.70
Canara Rob Focused Equity Fund-Reg(G)Large-Growth 17-May-20211,750.9915.30NANANA13.87
UTI Focused Equity Fund-Reg(G)Large-Growth 25-Aug-20212,353.0414.82NANANA4.79
Mahindra Manulife Focused Fund-Reg(G)Large-Growth 17-Nov-2020708.0314.22NANANA22.31
HSBC Focused Fund-Reg(G)Large-Growth 22-Jul-20201,359.9213.57NANANA19.87
Invesco India Focused 20 Equity Fund-Reg(G)Large-Growth 29-Sep-20201,639.947.04NANANA16.95
Edelweiss Focused Equity Fund-Reg(G)Large-Growth 01-Aug-2022508.48NANANANA9.87
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