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Sundaram Focused Fund Direct Growth

Equity
Focused
Very High Risk
14.83%
3Y annualised
-0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jun 2022₹102.77
Min. SIP amount₹100
Rating4
Fund size₹668.84Cr

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-2.8%14.8%12.4%13.4%
Category average52.1%14.5%14.5%NA
Rank with in category461310NA
Understand terms

Holdings (29)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.2%
Infosys Ltd.TechnologyEquity7.1%
Reliance Industries Ltd.EnergyEquity6.9%
State Bank of IndiaFinancialEquity4.3%
Canara BankFinancialEquity4.1%
Housing Development Finance Corpn. Ltd.FinancialEquity3.8%
Avenue Supermarts Ltd.ServicesEquity3.7%
Bajaj Finserv Ltd.FinancialEquity3.7%
Larsen & Toubro Ltd.ConstructionEquity3.5%
Bharti Airtel Ltd. Partly Paid EquityCommunicationPPE3.4%
See All

Pros and cons

Category: Equity Focused

Pros

Cons

3Y annualised returns higher than category average by 0.37%
1Y and 5Y annualised returns lower than category average
Higher alpha: 2.66 The fund has generated returns higher than benchmark - NIFTY 500 TRI - in the last 3Y
Higher expense ratio: 1.49%

Expense ratio, exit load and tax

Expense ratio: 1.49%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 7 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹300
Min. for 2nd investment onwards₹300
Min. for SIP₹100

Fund management

Ravi Gopalakrishnan
Oct 2019 - Present
View details

Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes

Sudhir Kedia
May 2022 - Present
View details

Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
Sundaram Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

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FAQs

How to Invest in Sundaram Focused Fund Direct Growth?

You can easily invest in Sundaram Focused Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Focused Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Focused Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Focused Fund Direct Growth provide?

The Sundaram Focused Fund Direct Growth has been there from 02 Jan 2013 and the average annual returns provided by this fund is -2.83% since its inception.

How much expense ratio is charged by Sundaram Focused Fund Direct Growth?

The term Expense Ratio used for Sundaram Focused Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Focused Fund Direct Growth is 1.49% as of 30 Jun 2022...

What is the AUM of Sundaram Focused Fund Direct Growth?

The AUM, short for Assets Under Management of Sundaram Focused Fund Direct Growth is ₹668.84Cr as of 30 Jun 2022.

How to Redeem Sundaram Focused Fund Direct Growth?

If you want to sell your Sundaram Focused Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Focused Fund Direct Growth?

You can select either SIP or Lumpsum investment of Sundaram Focused Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Focused Fund Direct Growth?

The NAV of Sundaram Focused Fund Direct Growth is ₹102.77 as of 29 Jun 2022.

What is the PE and PB ratio of Sundaram Focused Fund Direct Growth?

The PE ratio ratio of Sundaram Focused Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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