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Sundaram Focused Fund - Direct Growth

Equity | Focused

(NAV as of 18/04/2024)
156.15 (-0.38)

3Y Returns

NA

Min SIP

100

Min Lumpsum

300

Expense Ratio

1.25%

Fund Size

1008 Cr

Inception Date

01-Jan-13

Fund Manager

Ravi Gopalakrishnan

Exit Load

0.25% before 7D, Nil after 7D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

95.56%

Debt & Others

4.44%

Market Cap Allocation

Large Cap

70.57%

Mid Cap

15.05%

Small Cap

9.94%

Other Cap

4.44%

Sector Allocation

Banks

21.13%

Retailing

11.05%

Internet and Technology

10.75%

Pharmaceuticals

8.07%

Petroleum Products

7.99%

Top Ten Holdings

Reliance Industries Ltd

7.99%

HDFC Bank Ltd

7.58%

ICICI Bank Ltd

5.82%

Larsen & Toubro Ltd

5.35%

TREPS

4.89%

Investment Objective

The Investment Objective Of The Scheme Would Be To Provide Capital Appreciation And /Or Dividend Distribution By Investing In Companies Across Market Capitalization.

Fund House Detail

AMC Name

Sundaram Asset Management Company Limited

Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.

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