Reliabull Wealth Managers Pvt. Ltd.

Sundaram Focused Fund(G)

As on Mar-27-2023 change fund

102.48

-0.25 (-0.24%)

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	2018-2019	2019-2020	2020-2021	2021-2022	2022-2023
NAV in Rs (as on 24-Mar-2023)	63.24	54.82	88.92	109.54	102.73
Net Assets(Rs Crores) (as on 24-Mar-2023)	319.04	293.96	525.60	694.19	771.37
Scheme Returns(%)(Absolute)	7.20	-13.55	67.71	21.50	-7.19
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	8/23	1/26	14/29	8/28	22/27

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

financial year	Q1	Q2	Q3	Q4
2022-2023	-12.91	11.55	3.35	NA
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
2018-2019	3.46	0.28	1.87	2.51

Top 10 holdings

company	(%)
ICICI Bank Ltd.	7.90
Reliance Industries Ltd.	7.32
Infosys Ltd.	7.00
Housing Development Finance Co...	6.97
Canara Bank	4.52
Larsen & Toubro Ltd.	4.27
State Bank Of India	3.83
Avenue Supermarts Ltd.	3.19
Ashok Leyland Ltd.	3.07
Maruti Suzuki India Ltd.	2.80

Top 10 sectors

sectors	(%)
Engineering - Industrial Equipments	9.37
IT - Software	9.02
Bank - Public	8.35
Bank - Private	7.90
Refineries	7.32
Finance - Housing	6.97
Automobiles-Trucks/Lcv	5.52
Engineering - Construction	4.27
Retailing	3.19
Automobiles - Passenger Cars	2.80

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-2005	771.37	-4.04	23.13	11.79	13.81	14.32
HDFC Focused 30 Fund(G)	Large-Growth	17-Sep-2004	3,609.51	13.77	35.36	10.48	14.08	14.79
Nippon India Focused Equity Fund(G)	Large-Growth	26-Dec-2006	5,929.70	-0.39	33.17	10.46	17.89	13.24
Franklin India Focused Equity Fund(G)	Large-Growth	26-Jul-2007	8,022.55	4.18	31.90	11.69	17.05	12.79
Quant Focused Fund(G)	Large-Growth	01-Aug-2008	219.53	-1.00	31.65	10.92	17.19	12.05
ICICI Pru Focused Equity Fund(G)	Large-Growth	28-May-2009	3,920.60	3.86	30.84	12.08	13.43	12.29
IIFL Focused Equity Fund-Reg(G)	Large-Growth	30-Oct-2014	3,416.74	3.00	29.67	16.04	NA	13.70
Aditya Birla SL Focused Equity Fund(G)	Large-Growth	24-Oct-2005	5,633.70	-2.67	27.34	9.80	13.61	13.19
Mirae Asset Focused Fund-Reg(G)	Large-Growth	14-May-2019	8,615.18	-6.35	27.17	NA	NA	15.49
Tata Focused Equity Fund-Reg(G)	Large-Growth	05-Dec-2019	1,212.35	-1.91	26.71	NA	NA	12.03
Kotak Focused Equity Fund-Reg(G)	Large-Growth	16-Jul-2019	2,447.92	-1.37	25.33	NA	NA	12.91
Union Focused Fund-Reg(G)	Large-Growth	05-Aug-2019	317.79	-1.29	25.23	NA	NA	15.28
IDBI Focused 30 Equity Fund-Reg(G)	Large-Growth	17-Nov-2017	125.42	-1.28	24.08	8.54	NA	7.44
Bandhan Focused Equity Fund-Reg(G)	Large-Growth	16-Mar-2006	1,194.61	-5.89	23.43	5.60	10.32	9.84
SBI Focused Equity Fund-Reg(G)	Large-Growth	11-Oct-2004	26,561.04	-5.47	21.79	10.63	15.04	18.12
Baroda BNP Paribas Focused Fund-Reg(G)	Large-Growth	06-Oct-2017	299.65	-2.61	20.81	7.92	NA	6.25
DSP Focus Fund-Reg(G)	Large-Growth	10-Jun-2010	1,784.94	-3.99	20.32	7.11	11.97	9.22
JM Focused Fund-Reg(G)	Large-Growth	05-Mar-2008	42.95	1.94	20.29	6.61	13.01	0.98
Motilal Oswal Focused Fund-Reg(G)	Large-Growth	13-May-2013	1,643.56	0.72	18.46	8.41	NA	12.04
Axis Focused 25 Fund-Reg(G)	Large-Growth	29-Jun-2012	15,139.75	-15.66	14.38	7.31	12.33	12.59
Mahindra Manulife Focused Fund-Reg(G)	Large-Growth	17-Nov-2020	642.71	2.88	NA	NA	NA	20.41
Canara Rob Focused Equity Fund-Reg(G)	Large-Growth	17-May-2021	1,678.87	2.58	NA	NA	NA	9.85
UTI Focused Equity Fund-Reg(G)	Large-Growth	25-Aug-2021	2,364.62	2.41	NA	NA	NA	-2.17
HSBC Focused Fund-Reg(G)	Large-Growth	22-Jul-2020	1,321.73	-2.28	NA	NA	NA	16.85
Invesco India Focused 20 Equity Fund-Reg(G)	Large-Growth	29-Sep-2020	1,593.68	-8.42	NA	NA	NA	13.51
Edelweiss Focused Equity Fund-Reg(G)	Large-Growth	01-Aug-2022	478.46	NA	NA	NA	NA	-0.60

ReliaBull

Mutual Fund Research