Sundaram Focused Fund Half Yearly Idcw Direct Plan

43.60
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 Ratio
    UM_URBAN_MONEY

    45.33
  • P/B Ratio
    UM_URBAN_MONEY

    9.73
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.93
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.25

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.25%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1007.53 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 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 %)

10,854.02 (8.54%)12,049.64 (20.50%)13,737.92 (37.38%)16,961.62 (69.62%)23,537.59 (135.38%)
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%)
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%)
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%)
1,08,540.2 (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%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

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%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

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

EQUITY

Very High

41.21%

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

EQUITY

Very High

24.83%

ITI Focused Equity Fund - Regular Plan - GrowthITI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

22.81%

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

EQUITY

Very High

22.13%

Axis Focused 25 Fund - Regular Plan - GrowthAxis Focused 25 Fund - Regular Plan - Growth

EQUITY

Very High

20.01%

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

EQUITY

Very High

17.63%

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

EQUITY

Very High

14.09%

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

EQUITY

Very High

14.05%

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

EQUITY

Very High

13.17%

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

EQUITY

Very High

8.48%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

69.25%

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

EQUITY

Very High

44.60%

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

EQUITY

Very High

40.90%

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

36.29%

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

EQUITY

Very High

35.63%

Axis Focused 25 Fund - Regular Plan - GrowthAxis Focused 25 Fund - Regular Plan - Growth

EQUITY

Very High

32.41%

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

EQUITY

Very High

32.20%

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

EQUITY

Very High

30.61%

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

EQUITY

Very High

28.58%

Union Focused Fund - Regular Plan - GrowthUnion Focused Fund - Regular Plan - Growth

EQUITY

Very High

24.79%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

27.14%

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

EQUITY

Very High

25.44%

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

EQUITY

Very High

24.83%

Quant Focused Fund - GrowthQuant Focused Fund - Growth

EQUITY

Very High

23.25%

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

EQUITY

Very High

22.41%

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

EQUITY

Very High

19.71%

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

EQUITY

Very High

15.88%

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%

Axis Focused 25 Fund - Regular Plan - GrowthAxis Focused 25 Fund - Regular Plan - Growth

EQUITY

Very High

10.22%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Focused Fund - GrowthQuant Focused Fund - Growth

EQUITY

Very High

22.39%

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

19.79%

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

EQUITY

Very High

18.96%

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

EQUITY

Very High

18.34%

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

EQUITY

Very High

16.24%

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%

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

EQUITY

Very High

14.77%

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

EQUITY

Very High

14.58%

Axis Focused 25 Fund - Regular Plan - GrowthAxis Focused 25 Fund - Regular Plan - Growth

EQUITY

Very High

12.72%

Fund Managers

RG

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.

SK

Mr. Sudhir KediaFund Manager

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