Sundaram Mutual Fund

Sundaram Focused Fund Direct Plan Growth

₹ 176.32

NAV (Jul 28)

20.368%
5 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
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Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

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Scheme Information

Investment Objective

The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.

Expense Ratio
1.4 %
Launched 12Y ago
2013-01-02
AUM in Crores
1112.6
ISIN
INF173K01EK6
Lock-in (days)
No Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
13.9
Beta
0.9
Sharpe Ratio
0.5
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

7.81%
7.811%

Reliance Industries Ltd.

7.36%
7.357%

ICICI Bank Ltd.

6%
6.001%

State Bank of India

5.15%
5.145%

Larsen & Toubro Ltd.

5.12%
5.115%
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Allocation by Sector

Financial

30.3%
30.29899%

Services

9.61%
9.613725%

Technology

9.6%
9.60412%

Automobile

8.86%
8.860795%

Healthcare

7.78%
7.784804%
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Frequently Asked Questions

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