Sundaram Focused Fund Growth Direct Plan

Risk: Very High
₹ 181.32
NAV (Sep 6,2024)

Invest in Sundaram Focused Fund - Growth - Direct Plan, a unique investment opportunity in the Indian market. With an expense ratio of 1.25%, PE ratio of 45.33, PB ratio of 9.73, and an established date of 2013-01-01, this fund offers potential growth for investors. With a minimum investment of INR 300 and no lock-in period, it provides flexibility and convenience. Get started and make the most of your investment today.

Sundaram Focused Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Focused Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    47.18
  • P/B Ratio
    UM_URBAN_MONEY

    10.98
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    0.92
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.19

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.12%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 1007.53 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹300.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 08, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,370.2 (13.70%)₹ 11,845.93 (18.46%)₹ 13,534.3 (35.34%)₹ 15,909.68 (59.10%)₹ 29,254.34 (192.54%)
₹ 30,000₹ 34,110.6 (13.70%)₹ 35,537.79 (18.46%)₹ 40,602.9 (35.34%)₹ 47,729.04 (59.10%)₹ 87,763.02 (192.54%)
₹ 50,000₹ 56,851 (13.70%)₹ 59,229.65 (18.46%)₹ 67,671.5 (35.34%)₹ 79,548.4 (59.10%)₹ 1,46,271.7 (192.54%)
₹ 80,000₹ 90,961.6 (13.70%)₹ 94,767.44 (18.46%)₹ 1,08,274.4 (35.34%)₹ 1,27,277.44 (59.10%)₹ 2,34,034.72 (192.54%)
₹ 1,00,000₹ 1,13,702 (13.70%)₹ 1,18,459.3 (18.46%)₹ 1,35,343 (35.34%)₹ 1,59,096.8 (59.10%)₹ 2,92,543.4 (192.54%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd8.72%
  • Reliance Industries Ltd7.13%
  • Infosys Ltd5.71%
  • ICICI Bank Ltd5.56%
  • Larsen & Toubro Ltd5.34%
  • TREPS4.77%
  • Nestle India Ltd4.33%
  • State Bank of India3.84%
  • Canara Bank3.43%
  • Avenue Supermarts Ltd3.40%
  • Tech Mahindra Ltd3.03%
  • Cholamandalam Investment and Finance Company Ltd2.81%
  • Zomato Ltd2.70%
  • Bajaj Finance Ltd2.69%
  • Bharat Electronics Ltd2.67%
  • Sun Pharmaceutical Industries Ltd2.61%
  • LTIMindtree Ltd2.56%
  • ICRA Ltd2.55%
  • FSN E Commerce Ventures Ltd NYKAA2.53%
  • Aurobindo Pharma Ltd2.51%
  • Triveni Turbine Ltd2.39%
  • Info Edge India Ltd2.35%
  • Dr Reddys Laboratories Ltd2.22%
  • Ashok Leyland Ltd2.19%
  • United Breweries Ltd2.11%
  • Sona BLW Precision Forgings Ltd2.05%
  • ABB India Ltd1.81%
  • TD Power Systems Ltd1.71%
  • Arman Financial Services Ltd1.65%
  • NIIT Learning Systems Ltd1.63%
  • Coforge Ltd1.32%
  • Cash and Other Net Current Assets-0.33%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India Focused Fund - Regular Plan - GrowthInvesco India Focused Fund - Regular Plan - Growth

EQUITY

Very High

26.23%

Mahindra Manulife Focused Fund - Regular Plan - GrowthMahindra Manulife Focused Fund - Regular Plan - Growth

EQUITY

Very High

24.83%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

24.27%

Edelweiss Focused Fund - Regular Plan - GrowthEdelweiss Focused Fund - Regular Plan - Growth

EQUITY

Very High

20.51%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

19.18%

HSBC Focused Fund - Regular Plan - GrowthHSBC Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.71%

ICICI Prudential Focused Equity Fund - GrowthICICI Prudential Focused Equity Fund - Growth

EQUITY

Very High

15.08%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

13.73%

Union Focused Fund - Regular Plan - GrowthUnion Focused Fund - Regular Plan - Growth

EQUITY

Very High

12.49%

Mirae Asset Focused Fund - Regular Plan - GrowthMirae Asset Focused Fund - Regular Plan - Growth

EQUITY

Very High

8.48%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Focused Fund - Regular Plan - GrowthInvesco India Focused Fund - Regular Plan - Growth

EQUITY

Very High

64.95%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

42.92%

Edelweiss Focused Fund - Regular Plan - GrowthEdelweiss Focused Fund - Regular Plan - Growth

EQUITY

Very High

42.61%

Mahindra Manulife Focused Fund - Regular Plan - GrowthMahindra Manulife Focused Fund - Regular Plan - Growth

EQUITY

Very High

41.55%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

37.66%

ICICI Prudential Focused Equity Fund - GrowthICICI Prudential Focused Equity Fund - Growth

EQUITY

Very High

34.92%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

34.02%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

29.13%

Motilal Oswal Focused Fund - Regular Plan - GrowthMotilal Oswal Focused Fund - Regular Plan - Growth

EQUITY

Very High

27.90%

Mirae Asset Focused Fund - Regular Plan - GrowthMirae Asset Focused Fund - Regular Plan - Growth

EQUITY

Very High

19.79%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

19.94%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

19.32%

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

18.59%

HSBC Focused Fund - Regular Plan - GrowthHSBC Focused Fund - Regular Plan - Growth

EQUITY

Very High

18.01%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

17.55%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

16.01%

Union Focused Fund - Regular Plan - GrowthUnion Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.82%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.04%

L&T Focused Equity Fund - Regular Plan - GrowthL&T Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

11.42%

Axis Focused Fund - Regular Plan - GrowthAxis Focused Fund - Regular Plan - Growth

EQUITY

Very High

6.01%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

25.69%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

23.67%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

20.44%

SBI Focused Equity Fund - Regular Plan - GrowthSBI Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

20.11%

LIC MF Focused Fund - Regular Plan - GrowthLIC MF Focused Fund - Regular Plan - Growth

EQUITY

Very High

19.69%

ICICI Prudential Focused Equity Fund - GrowthICICI Prudential Focused Equity Fund - Growth

EQUITY

Very High

19.60%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

18.67%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

16.06%

Axis Focused Fund - Regular Plan - GrowthAxis Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.47%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.73%

Show all Funds

Fund Managers

SB

Mr. S. BharathFund Manager - Overseas Securities

Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.

SK

Mr. Sudhir KediaFund Manager

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Compare with similar Funds

Sundaram Focused Fund - Growth - Direct Plan

vs

Nippon India Focused Equity Fund - Growth

Sundaram Focused Fund - Growth - Direct Plan

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Aditya Birla Sun Life Focused Fund - Growth

Sundaram Focused Fund - Growth - Direct Plan

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Mirae Asset Focused Fund - Regular Plan - Growth

Sundaram Focused Fund - Growth - Direct Plan

vs

SBI Focused Equity Fund - Regular Plan - Growth

Sundaram Focused Fund - Growth - Direct Plan

vs

ICICI Prudential Focused Equity Fund - Growth

Sundaram Focused Fund - Growth - Direct Plan

vs

Edelweiss Focused Fund - Regular Plan - Growth

Sundaram Focused Fund - Growth - Direct Plan

vs

Mahindra Manulife Focused Fund - Regular Plan - Growth

Sundaram Focused Fund - Growth - Direct Plan

vs

Invesco India Focused Fund - Regular Plan - Growth

Sundaram Focused Fund - Growth - Direct Plan

vs

ITI Focused Equity Fund - Regular Plan - Growth

Sundaram Focused Fund - Growth - Direct Plan

vs

Motilal Oswal Focused Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Sundaram Focused Fund - Growth - Direct Plan?

The Sundaram Focused Fund - Growth - Direct Plan is a high-risk mutual fund.

What is the current NAV (Net Asset Value) of the Sundaram Focused Fund - Growth - Direct Plan as of Sep 6,2024?

The current NAV of the Sundaram Focused Fund - Growth - Direct Plan as of Sep 6,2024 is INR 181.32.

What are the returns generated by the Sundaram Focused Fund - Growth - Direct Plan over the past 1, 3, and 5 years?

The Sundaram Focused Fund - Growth - Direct Plan has performed well with returns of 29.79% over 1 year, 17.33% over 3 years, and 18.76% over 5 years.

What is the expense ratio associated with the Sundaram Focused Fund - Growth - Direct Plan?

The Sundaram Focused Fund - Growth - Direct Plan maintains a 1.25% expense ratio.

What is the minimum investment amount required for the Sundaram Focused Fund - Growth - Direct Plan?

The minimum investment amount required for the Sundaram Focused Fund - Growth - Direct Plan is INR 300.

Is there a systematic investment plan (SIP) available for the Sundaram Focused Fund - Growth - Direct Plan?

Yes, the Sundaram Focused Fund - Growth - Direct Plan offers SIP starting from INR 300 per month.

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