Fund Overview

Sundaram Focused Fund (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

152.60

Inception Date

11-11-2005

Equity - Diversified

Investment Objectives

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

Risk O Meter

Performance

Scheme Name	3 Months (%)	6 Months (%)	1 Year (%)	3 Years (%)	5 Years (%)	10 Years (%)	Since Inception (%)
Sundaram Focused Fund (G)	0.88	-5.56	3.70	12.99	20.53	12.91	15.04

Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.04 Lakh

10,000 investment Grown to 1.17 Lakh

1Lakh investment Grown to 1.06 Lakh

Key Parameters

AUM(₹ Cr.)	1,044
Type	OPEN ENDED
Entry Load	NIL
Minimum investment(₹)	300
Expense Ratio (%)	2.60
Benchmark	BSE 250 Large MidCap Index TRI;Nifty 500 TRI
Fund Manager	S Bharath
Exit	0.25% - For redemptions within 7 days from the date of allotment. Nil - For redemptions after 7 days from the date of allotment.
Incrimental Invest(₹)	300

NAV Movement

3M 6M 1Y 3Y 5Y

AUM Movement

3M 6M 1Y 3Y 5Y

Asset Allocation Pie chart

Top Company Holding (As on 31 03 25 )

Company	Asset	No.of shares	Value (₹ in Cr)
HDFC Bank	Equity	550000	100.55
ICICI Bank	Equity	696060	93.85
Bharti Airtel	Equity	345000	59.80
Reliance Industr	Equity	440000	56.10
Infosys	Equity	319864	50.24
ICICI Lombard	Equity	244811	43.89
Dr Reddy's Labs	Equity	367886	42.09
Kotak Mah. Bank	Equity	190652	41.39
TVS Motor Co.	Equity	167610	40.56
Gland Pharma	Equity	240425	38.29
Craftsman Auto	Equity	75675	36.91
Triveni Turbine	Equity	592632	33.40

Sector Holding Pie Chart

Peer Comparison

Scheme Name	AUM (₹ IN Cr.)	1 Years (%)	3 Years (%)	5 Years (%)	Since Inception (%)	Inception Date	Sharpe	Std.Dev
Sundaram Focused Fund	1,043.92	3.70	12.99	20.53	15.04	11-Nov-2005	0.3857	4.00
Motilal Oswal Large Cap Fund	1,919.37	24.62	NA	NA	25.98	06-Feb-2024	1.1197	4.19
Invesco India Midcap Fund	5,779.32	18.11	23.41	29.70	16.57	19-Apr-2007	0.8698	4.91
Invesco India Large & Mid Cap Fund	6,432.24	15.87	22.08	25.10	13.27	09-Aug-2007	0.8323	4.53
Edelweiss Mid Cap Fund	8,633.85	15.71	23.38	32.68	13.60	27-Dec-2007	0.8998	4.90
HDFC Focused 30 Fund	17,226.97	15.58	23.55	30.36	16.20	17-Sep-2004	1.3365	3.28
HDFC Flexi Cap Fund	69,639.05	15.57	23.41	30.46	18.91	01-Jan-1995	1.1839	3.63
Sundaram Services Fund	3,745.64	14.92	17.52	27.46	19.86	21-Sep-2018	0.5912	3.92
Motilal Oswal Flexi Cap Fund	12,266.94	14.89	21.40	21.93	17.24	28-Apr-2014	0.8827	4.69
DSP Large Cap Fund	5,070.17	14.76	19.41	21.89	18.92	10-Mar-2003	0.8063	3.78

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