Sundaram Focused Fund Direct Growth

Equity
Focused
Very High Risk
15.76%
3Y annualised
-0.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 06 Feb 2023₹115.16
Min. SIP amount₹100
Rating4
Fund size₹793.31Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.3%15.8%13.1%13.9%
Category average-1.5%13.2%10.3%NA
Rank with in category491812NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.0%
Reliance Industries Ltd.EnergyEquity6.9%
Housing Development Finance Corporation Ltd.FinancialEquity6.8%
Infosys Ltd.TechnologyEquity6.0%
Canara BankFinancialEquity5.2%
State Bank of IndiaFinancialEquity4.4%
Larsen & Toubro Ltd.ConstructionEquity4.1%
Avenue Supermarts Ltd.ServicesEquity3.3%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))CommunicationPPE3.2%
Ashok Leyland Ltd.AutomobileEquity2.9%
See All

Pros and cons

Category: Equity Focused

Pros

Cons

3Y, 5Y and 10Y annualised returns higher than category average
1Y annualised returns lower than category average by 1.74%
Higher alpha: 2.05 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
Lower expense ratio: 1.19%

Expense ratio, exit load and tax

Expense ratio: 1.19%

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
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,

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