CASPeR Ranking #92
Sundaram Focused Fund- Direct Plan - Growth Option
NAV (Fri Jan 31 2025)
₹170
Returns (Since Inception)
12.96%
Category Average
13.84%
Rating
4
Allocation and Holdings
Asset class
Weightage
Financial Services
24.81%
Industrials
5.52%
Technology
5.45%
Consumer Cyclical
5.33%
Communication Services
4.96%
Energy
4.85%
Healthcare
4.63%
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4.5Overall rating
Scheme Information
Fund name
Sundaram Focused Fund- Direct Plan - Growth Option
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹1103.59 Cr
ISIN
INF173K01EK6
Inception Date
Jan 01 2013
Standard Deviation
13.671
Beta
0.95
Sharpe Ratio
0.509
Benchmark
IISL Nifty 500 TR INR
Expense Ratio
1.210%
Exit Load
0.25% for redemptions within 7 days from the date of allotment
Risk
Very High Risk
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 Managers
Ravi Gopalakrishnan
Rahul Baijal
About the AMC
Sundaram Asset Management Company Ltd
Phone Number
+91 44 28583362/3367Email Address
customer@principalindia.comCorporate Office Address
Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East)Overall AUM
₹1103.59 Cr
Website
www.sundarammutual.comPopular Hybrid Funds
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