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Sundaram Focused Fund Half Yearly Idcw Direct Plan
NAV (Apr 24,2024)
Introducing the Sundaram Focused Fund - Half Yearly IDCW - Direct Plan, a promising investment option. With an established date of 2013-01-01, this fund aims at providing comprehensive returns in the long run. The expense ratio stands at 1.25, making it a cost-effective choice. With a PE ratio of 45.33 and a PB ratio of 9.73, it showcases excellent growth potential. With a minimum investment of INR 300, it caters to investors of all levels. Embark on your investment journey with Sundaram Focused Fund - Half Yearly IDCW - Direct Plan.
Sundaram Focused Fund Half Yearly Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Sundaram Focused Fund Half Yearly Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio45.33
- P/B Ratio9.73
- Alpha-0.01
- Beta0.93
- Sharpe0.15
- Sortino0.25
Fund Overview
1.25%
0%
No Lock-in
₹ 1007.53 Cr
SIP ₹300.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 25, 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 | ₹ 10,854.02 (8.54%) | ₹ 12,049.64 (20.50%) | ₹ 13,737.92 (37.38%) | ₹ 16,961.62 (69.62%) | ₹ 23,537.59 (135.38%) |
₹ 30,000 | ₹ 32,562.06 (8.54%) | ₹ 36,148.92 (20.50%) | ₹ 41,213.76 (37.38%) | ₹ 50,884.86 (69.62%) | ₹ 70,612.77 (135.38%) |
₹ 50,000 | ₹ 54,270.1 (8.54%) | ₹ 60,248.2 (20.50%) | ₹ 68,689.6 (37.38%) | ₹ 84,808.1 (69.62%) | ₹ 1,17,687.95 (135.38%) |
₹ 80,000 | ₹ 86,832.16 (8.54%) | ₹ 96,397.12 (20.50%) | ₹ 1,09,903.36 (37.38%) | ₹ 1,35,692.96 (69.62%) | ₹ 1,88,300.72 (135.38%) |
₹ 1,00,000 | ₹ 1,08,540.2 (8.54%) | ₹ 1,20,496.4 (20.50%) | ₹ 1,37,379.2 (37.38%) | ₹ 1,69,616.2 (69.62%) | ₹ 2,35,375.9 (135.38%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC Bank Ltd8.72%
- Reliance Industries Ltd7.13%
- Infosys Ltd5.71%
- ICICI Bank Ltd5.56%
- Larsen & Toubro Ltd5.34%
- TREPS4.77%
- Nestle India Ltd4.33%
- State Bank of India3.84%
- Canara Bank3.43%
- Avenue Supermarts Ltd3.40%
- Tech Mahindra Ltd3.03%
- Cholamandalam Investment and Finance Company Ltd2.81%
- Zomato Ltd2.70%
- Bajaj Finance Ltd2.69%
- Bharat Electronics Ltd2.67%
- Sun Pharmaceutical Industries Ltd2.61%
- LTIMindtree Ltd2.56%
- ICRA Ltd2.55%
- FSN E Commerce Ventures Ltd NYKAA2.53%
- Aurobindo Pharma Ltd2.51%
- Triveni Turbine Ltd2.39%
- Info Edge India Ltd2.35%
- Dr Reddys Laboratories Ltd2.22%
- Ashok Leyland Ltd2.19%
- United Breweries Ltd2.11%
- Sona BLW Precision Forgings Ltd2.05%
- ABB India Ltd1.81%
- TD Power Systems Ltd1.71%
- Arman Financial Services Ltd1.65%
- NIIT Learning Systems Ltd1.63%
- Coforge Ltd1.32%
- Cash and Other Net Current Assets-0.33%
- Bank - Private14.28%
- IT - Software14.26%
- Bank - Public7.27%
- Finance - NBFC7.16%
- Refineries7.13%
- e-Commerce5.23%
- Miscellaneous4.44%
- Consumer Food4.33%
- Electric Equipment3.52%
- Retailing3.40%
- Ratings2.55%
- BPO/ITeS2.35%
- Auto Ancillary2.05%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Invesco India Focused Fund - Regular Plan - Growth | EQUITY | Very High | 41.21% |
Mahindra Manulife Focused Fund - Regular Plan - Growth | EQUITY | Very High | 24.83% |
ITI Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 22.81% |
Edelweiss Focused Fund - Regular Plan - Growth | EQUITY | Very High | 22.13% |
Axis Focused 25 Fund - Regular Plan - Growth | EQUITY | Very High | 20.01% |
DSP Focus Fund - Regular Plan - Growth | EQUITY | Very High | 17.63% |
Nippon India Focused Equity Fund - Growth | EQUITY | Very High | 14.09% |
SBI Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 14.05% |
Canara Robeco Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 13.17% |
Mirae Asset Focused Fund - Regular Plan - Growth | EQUITY | Very High | 8.48% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Invesco India Focused Fund - Regular Plan - Growth | EQUITY | Very High | 69.25% |
JM Focused Fund - Regular Plan - Growth | EQUITY | Very High | 44.60% |
Franklin India Focused Equity Fund - Growth | EQUITY | Very High | 40.90% |
HDFC Focused 30 Fund - Growth | EQUITY | Very High | 36.29% |
HSBC Focused Fund - Regular Plan - Growth | EQUITY | Very High | 35.63% |
Axis Focused 25 Fund - Regular Plan - Growth | EQUITY | Very High | 32.41% |
360 ONE Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 32.20% |
Baroda BNP Paribas Focused Fund - Regular Plan - Growth | EQUITY | Very High | 30.61% |
Aditya Birla Sun Life Focused Fund - Growth | EQUITY | Very High | 28.58% |
Union Focused Fund - Regular Plan - Growth | EQUITY | Very High | 24.79% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Focused 30 Fund - Growth | EQUITY | Very High | 27.14% |
Invesco India Focused Fund - Regular Plan - Growth | EQUITY | Very High | 25.44% |
Mahindra Manulife Focused Fund - Regular Plan - Growth | EQUITY | Very High | 24.83% |
Quant Focused Fund - Growth | EQUITY | Very High | 23.25% |
ICICI Prudential Focused Equity Fund - Growth | EQUITY | Very High | 22.41% |
Tata Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 19.71% |
DSP Focus Fund - Regular Plan - Growth | EQUITY | Very High | 15.88% |
Mirae Asset Focused Fund - Regular Plan - Growth | EQUITY | Very High | 12.84% |
Motilal Oswal Focused Fund - Regular Plan - Growth | EQUITY | Very High | 10.92% |
Axis Focused 25 Fund - Regular Plan - Growth | EQUITY | Very High | 10.22% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Focused Fund - Growth | EQUITY | Very High | 22.39% |
HDFC Focused 30 Fund - Growth | EQUITY | Very High | 19.79% |
Nippon India Focused Equity Fund - Growth | EQUITY | Very High | 18.96% |
Franklin India Focused Equity Fund - Growth | EQUITY | Very High | 18.34% |
SBI Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 16.24% |
Baroda BNP Paribas Focused Fund - Regular Plan - Growth | EQUITY | Very High | 16.13% |
Aditya Birla Sun Life Focused Fund - Growth | EQUITY | Very High | 16.06% |
Motilal Oswal Focused Fund - Regular Plan - Growth | EQUITY | Very High | 14.77% |
DSP Focus Fund - Regular Plan - Growth | EQUITY | Very High | 14.58% |
Axis Focused 25 Fund - Regular Plan - Growth | EQUITY | Very High | 12.72% |
Fund Managers
Mr. Ravi GopalakrishnanHead - Equity
Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.
Mr. Sudhir KediaFund Manager
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