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).
The performance of the fund on a Fund Size metric has been Neutral
The fund has been a Category Leader on the Outperformance Consistency metric
NAV (Oct 3)
6 Month CAGR
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
Launched (18y ago)
Nov 11, 2005
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Sundaram Focused Fund (Growth)||10,81,440||3,48,828||15.6%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
hdfc bank ltd8.9%
reliance industries ltd7.1%
icici bank ltd5.9%
larsen & toubro ltd4.6%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 17,630 cr
₹ 11,197 cr
₹ 11,862 cr
₹ 10,089 cr
₹ 9,392 cr
Sundaram Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
Sundaram Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 15.2% over a period of 17 years. The fund was previously known as Principal Foc Multicap Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ravi Gopalakrishnan, Sudhir Kedia.
Nav of Sundaram Focused Fund (G) as of 10/3/2023 is ₹124.88 with the total AUM as of 10/4/2023 is ₹908.846. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Focused Fund (G) was launched on Nov 11, 2005. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Focused Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Focused Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
Sundaram Focused Fund (G) is rated as a 3 fund in Equity and delivered 19.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Focused Fund (G).
What is Sundaram Focused Fund (G)?
How to invest in Sundaram Focused Fund (G)?
You can invest in Sundaram Focused Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Focused Fund (G)?
The minimum sip amount for Sundaram Focused Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Focused Fund (G) good to invest in?
As per Scripbox experts, Sundaram Focused Fund (G) is a Neutral fund. You can investSundaram Focused Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Focused Fund (G)?
The expense ratio of the Sundaram Focused Fund (G) is 2.32% for regular plan.