Sundaram Focused Fund Growth

Risk: Very High
₹ 160.08
NAV (Jul 25,2024)

Invest in the Sundaram Focused Fund - Growth and watch your wealth grow steadily. With an expense ratio of 2.28%, this fund offers a unique opportunity for investors. The fund has a PE ratio of 45.33 and a PB ratio of 9.73, indicating its potential for growth. With a minimum investment of INR 300 and no lock-in period, it provides flexibility to investors. Established in 2005, this fund has a scheme AUM of INR 1007.53 crore.

Sundaram Focused Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Focused Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    49.48
  • P/B Ratio
    UM_URBAN_MONEY

    8.91
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.92
  • Sharpe
    UM_URBAN_MONEY

    0.12
  • Sortino
    UM_URBAN_MONEY

    0.17

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.23%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 1110.63 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹300.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,000.17 (10.00%)₹ 11,824.93 (18.25%)₹ 13,009.28 (30.09%)₹ 15,852.03 (58.52%)₹ 26,069.56 (160.70%)
₹ 30,000₹ 33,000.51 (10.00%)₹ 35,474.79 (18.25%)₹ 39,027.84 (30.09%)₹ 47,556.09 (58.52%)₹ 78,208.68 (160.70%)
₹ 50,000₹ 55,000.85 (10.00%)₹ 59,124.65 (18.25%)₹ 65,046.4 (30.09%)₹ 79,260.15 (58.52%)₹ 1,30,347.8 (160.70%)
₹ 80,000₹ 88,001.36 (10.00%)₹ 94,599.44 (18.25%)₹ 1,04,074.24 (30.09%)₹ 1,26,816.24 (58.52%)₹ 2,08,556.48 (160.70%)
₹ 1,00,000₹ 1,10,001.7 (10.00%)₹ 1,18,249.3 (18.25%)₹ 1,30,092.8 (30.09%)₹ 1,58,520.3 (58.52%)₹ 2,60,695.6 (160.70%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd8.34%
  • Reliance Industries Ltd7.84%
  • ICICI Bank Ltd6.07%
  • State Bank of India5.13%
  • Larsen & Toubro Ltd4.87%
  • Bharti Airtel Ltd4.49%
  • Bharat Electronics Ltd4.02%
  • Zomato Ltd3.97%
  • Avenue Supermarts Ltd3.57%
  • Canara Bank3.37%
  • Infosys Ltd3.32%
  • Tech Mahindra Ltd3.09%
  • Triveni Turbine Ltd3.01%
  • ABB India Ltd2.98%
  • Cholamandalam Investment and Finance Company Ltd2.88%
  • Info Edge India Ltd2.81%
  • Sun Pharmaceutical Industries Ltd2.67%
  • Aurobindo Pharma Ltd2.53%
  • Bharti Hexacom Ltd2.30%
  • Interglobe Aviation Ltd2.28%
  • ICRA Ltd2.26%
  • Dr Reddys Laboratories Ltd2.22%
  • Grasim Industries Ltd2.15%
  • TD Power Systems Ltd2.12%
  • United Breweries Ltd1.93%
  • Bajaj Finance Ltd1.85%
  • TREPS1.68%
  • Cash and Other Net Current Assets1.60%
  • Hindustan Aeronautics Ltd1.53%
  • Sona BLW Precision Forgings Ltd1.17%
  • Adani Ports and Special Economic Zone Ltd1.13%
  • NIIT Learning Systems Ltd0.81%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

JM Focused Fund - Regular Plan - GrowthJM Focused Fund - Regular Plan - Growth

EQUITY

Very High

23.79%

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

21.83%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

21.44%

LIC MF Focused Fund - Regular Plan - GrowthLIC MF Focused Fund - Regular Plan - Growth

EQUITY

Very High

20.57%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

19.40%

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

18.97%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

17.09%

Axis Focused Fund - Regular Plan - GrowthAxis Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.77%

Kotak Focused Equity Fund - Regular Plan - GrowthKotak Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.47%

L&T Focused Equity Fund - Regular Plan - GrowthL&T Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

10.42%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Focused Fund - Regular Plan - GrowthInvesco India Focused Fund - Regular Plan - Growth

EQUITY

Very High

61.95%

Quant Focused Fund - GrowthQuant Focused Fund - Growth

EQUITY

Very High

46.64%

Mahindra Manulife Focused Fund - Regular Plan - GrowthMahindra Manulife Focused Fund - Regular Plan - Growth

EQUITY

Very High

41.55%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

39.44%

Edelweiss Focused Fund - Regular Plan - GrowthEdelweiss Focused Fund - Regular Plan - Growth

EQUITY

Very High

37.33%

HSBC Focused Fund - Regular Plan - GrowthHSBC Focused Fund - Regular Plan - Growth

EQUITY

Very High

35.63%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

30.61%

UTI Focused Fund - Regular Plan - GrowthUTI Focused Fund - Regular Plan - Growth

EQUITY

Very High

29.49%

Canara Robeco Focused Equity Fund - Regular Plan - GrowthCanara Robeco Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

29.04%

Mirae Asset Focused Fund - Regular Plan - GrowthMirae Asset Focused Fund - Regular Plan - Growth

EQUITY

Very High

19.79%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Mahindra Manulife Focused Fund - Regular Plan - GrowthMahindra Manulife Focused Fund - Regular Plan - Growth

EQUITY

Very High

24.83%

Invesco India Focused Fund - Regular Plan - GrowthInvesco India Focused Fund - Regular Plan - Growth

EQUITY

Very High

22.93%

Quant Focused Fund - GrowthQuant Focused Fund - Growth

EQUITY

Very High

22.38%

Tata Focused Equity Fund - Regular Plan - GrowthTata Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

18.86%

HSBC Focused Fund - Regular Plan - GrowthHSBC Focused Fund - Regular Plan - Growth

EQUITY

Very High

18.01%

LIC MF Focused Fund - Regular Plan - GrowthLIC MF Focused Fund - Regular Plan - Growth

EQUITY

Very High

16.18%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

16.09%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.33%

Mirae Asset Focused Fund - Regular Plan - GrowthMirae Asset Focused Fund - Regular Plan - Growth

EQUITY

Very High

12.84%

Motilal Oswal Focused Fund - Regular Plan - GrowthMotilal Oswal Focused Fund - Regular Plan - Growth

EQUITY

Very High

10.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

20.91%

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

19.79%

ICICI Prudential Focused Equity Fund - GrowthICICI Prudential Focused Equity Fund - Growth

EQUITY

Very High

19.60%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

18.67%

LIC MF Focused Fund - Regular Plan - GrowthLIC MF Focused Fund - Regular Plan - Growth

EQUITY

Very High

17.57%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

16.13%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

16.06%

JM Focused Fund - Regular Plan - GrowthJM Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.53%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.73%

Axis Focused Fund - Regular Plan - GrowthAxis Focused Fund - Regular Plan - Growth

EQUITY

Very High

14.04%

Show all Funds

Fund Managers

SB

Mr. S. BharathFund Manager - Overseas Securities

Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.

SK

Mr. Sudhir KediaFund Manager

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Compare with similar Funds

Sundaram Focused Fund - Growth

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HSBC Focused Fund - Regular Plan - Growth

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Mahindra Manulife Focused Fund - Regular Plan - Growth

Sundaram Focused Fund - Growth

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Invesco India Focused Fund - Regular Plan - Growth

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UTI Focused Fund - Regular Plan - Growth

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DSP Focus Fund - Regular Plan - Growth

Sundaram Focused Fund - Growth

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Mirae Asset Focused Fund - Regular Plan - Growth

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vs

Canara Robeco Focused Equity Fund - Regular Plan - Growth

Sundaram Focused Fund - Growth

vs

Edelweiss Focused Fund - Regular Plan - Growth

Sundaram Focused Fund - Growth

vs

ITI Focused Equity Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Sundaram Focused Fund - Growth?

The Sundaram Focused Fund - Growth is categorized as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Sundaram Focused Fund - Growth as of Jul 25,2024?

The current NAV of the Sundaram Focused Fund - Growth as of Jul 25,2024 is INR 160.08.

What are the returns generated by the Sundaram Focused Fund - Growth over the past 1, 3, and 5 years?

The Sundaram Focused Fund - Growth has delivered strong returns of 28.43%, 16.13%, and 17.70% over the past 1 year, 3 years, and 5 years respectively.

What is the expense ratio associated with the Sundaram Focused Fund - Growth?

The Sundaram Focused Fund - Growth has an expense ratio of 2.28%.

What is the minimum investment amount required for the Sundaram Focused Fund - Growth?

The Sundaram Focused Fund - Growth has a minimum investment requirement of INR 300.

Is there a systematic investment plan (SIP) available for the Sundaram Focused Fund - Growth?

Yes, SIP is available for Sundaram Focused Fund - Growth with a minimum investment of INR 300 per month.

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