- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Focused Fund (G)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 167.8837
NAV (Oct 15)
Fund Returns
Last 1Y | 34.3% |
Last 3Y | 13.2% |
Last 5Y | 21.4% |
Last 10Y | 14.7% |
Since Inception | 16.1% |
6 Month CAGR | 15.2% |
Scheme Information
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Expense Ratio | 2.24 |
Launched (0y ago) | 2.24 |
AUM in Crores | 1173.3 |
ISIN | INF173K01189 |
Lock-in | - |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.1 |
Beta | 0.9 |
Sharpe Ratio | 0.9 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Focused Fund (G) | 12,64,822 | 5,32,210 | 21.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
7.8%Reliance Industries Ltd.
7.4%ICICI Bank Ltd.
6%State Bank of India
5.1%Larsen & Toubro Ltd.
5.1%Allocation by Sector
Financial
26.6%Services
16.6%Capital Goods
10.6%Healthcare
8.2%Construction
7.9%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.6% | 22.3% | ||
16.4% | 15.1% | ||
10.4% | 8.5% | ||
5.7% | 5% | ||
16.4% | 12.1% |
Sundaram Focused Fund (G) Review
Sundaram Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 16.052% over a period of 18 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Bharath S., Ravi Gopalakrishnan, Sudhir Kedia.
Nav of Sundaram Focused Fund (G) as of 10/15/2024 is ₹167.88 with the total AUM as of 10/16/2024 is ₹1173.327325. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Focused Fund (G) was launched on 2005-11-11. The category risk of the fund is Average.
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 NIFTY 500 Total Return Index.
It is rated as a 3 fund in Equity and delivered 34.293% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Focused Fund (G).
Frequently Asked Questions
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, it is a 3 fund. You can invest in it 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 2.24% for regular plan.
What is the NAV of Sundaram Focused Fund (G)?
Today's Sundaram Focused Fund (G) NAV is ₹167.88.