Sundaram Focused Fund(G)
Scheme Returns
2.9%
Category Returns
2.59%
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
NAV Chart
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Sundaram Focused Fund(G) | 0.49 | 2.57 | 2.90 | 7.25 | -0.12 | 10.22 | 14.07 | 9.93 | 14.34 |
| Equity - Focused Fund | 0.32 | 2.78 | 2.59 | 8.45 | 1.61 | 13.68 | 16.35 | 12.45 | 14.39 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
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AMC
Sundaram Asset Management Company Limited
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Fund
Sundaram Mutual Fund
Snapshot
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Inception Date
11-Nov-2005
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
80,891.80
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Scheme Plan
--
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Scheme Class
Equity - Focused Fund
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Objectives
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
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Scheme Type
Open ended scheme
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Min. Investment
₹300
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Exit Load
0.25
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Latest NAV
158.2548
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Fund Manager
Mr. Ashwin Jain
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Fund Manager Profile
Before joining Sundaram AMC, he held positions at Kedaara Capital Advisors LLP, ICICI Prudential AMC, and Merrill Lynch. Mr. Jain holds a Bachelor of Engineering in Computer Science and a Post Graduate Diploma in Management (PGDM) from IIM Bangalor.
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Fund Information
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AMC
Sundaram Asset Management Company Limited
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Address
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
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Phone
+91 (22) 28583362/3367
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Fax
+91 (22) 22858 3156
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Email
customerservices@sundarammutual.com
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Website
www.sundarammutual.com
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
301, Centrium, 3rd Floor, 57, L.B.S. Road Nav Pada, Kurla (West) Mumbai - 400070
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Phone
022 - 4617 0911
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Fax
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Email
investorsupport.mfs@kfintech.com
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Website
https://mfs.kfintech.com/
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| Trent Ltd | 2288.98 | 2.24 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| Retailing | 2.24% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 1703.16 | 4.74 | 18.32 | 9.69 | 10.29 | 10.07 |
| SBI Focused Fund - REGULAR PLAN -GROWTH | 27962.29 | 1.07 | 8.58 | 1.53 | 10.1 | 16.4 |
| ITI Focused Fund - Regular Plan - Growth | 202.31 | 1.49 | 11.04 | 3.85 | 7.17 | 0 |
| Kotak Focused Fund- Regular plan _ Growth Option | 2531.44 | 3.2 | 6.85 | 0.25 | 7.06 | 14.95 |
| Union Focused Fund - Regular Plan - Growth Option | 326.8 | 2.15 | 10.84 | 6.57 | 6.62 | 12 |
| Old Bridge Focused Fund - Regular Growth | 124.72 | 1.75 | 10.48 | 4.85 | 6.07 | 0 |
| Quant Focused Fund - Growth Option | 258.81 | 4.46 | 16.5 | 5.53 | 5.1 | 14.91 |
| HSBC Focused Fund - Regular Growth | 1359.92 | 1.38 | 9.38 | 0.87 | 4.27 | 14.57 |
| ICICI Prudential Focused Equity Fund - Growth | 4172.43 | 3.08 | 6.36 | -4.88 | 1.66 | 18.06 |
| 360 ONE Focused Fund -Regular Plan - Growth | 3671.51 | 3.76 | 9.21 | -0.49 | 1.29 | 12.25 |
Other Funds From - Sundaram Focused Fund(G)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 13378.01 | 2.45 | 11.63 | 2.77 | 6.62 | 21.59 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13344.99 | 2.45 | 11.63 | 2.77 | 6.62 | 21.59 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13292.89 | 2.45 | 11.63 | 2.77 | 6.62 | 21.59 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13235.84 | 2.45 | 11.63 | 2.77 | 6.62 | 21.59 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13235.5 | 2.45 | 11.63 | 2.77 | 6.62 | 21.59 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13129.32 | 2.45 | 11.63 | 2.77 | 6.62 | 21.59 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12917.24 | 2.45 | 11.63 | 2.77 | 6.62 | 21.59 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12818.1 | 2.45 | 11.63 | 2.77 | 6.62 | 21.59 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12713.29 | 2.45 | 11.63 | 2.77 | 6.62 | 21.59 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12619.32 | 2.45 | 11.63 | 2.77 | 6.62 | 21.59 |