Sundaram Focused Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 34.23 | 17.42 | 18.07 | 14.01 |
Average Rolling Returns(%) | 16.57 | 15.38 | 13.25 | 13.07 |
The Current NAV of Sundaram Focused Fund - Growth is ₹149.46.
You can consider SIP in Sundaram Focused Fund - Growth as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Sundaram Focused Fund - Growth fund’s expense ratio is 2.24%
The process for redemption is
The AUM of Sundaram Focused Fund - Growth is currently ₹1,056 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 32% and 52% of fund’s portfolio respectively.
Top three sectors of Sundaram Focused Fund - Growth fund are BFSI, Capital Goods and IT accounting for 50% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Focused Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Focused Fund - Growth Fund is Equity - Focused Fund.
Ravi Gopalakrishnan and Sudhir Kedia manage the Sundaram Focused Fund - Growth Fund.
Sundaram Focused Fund - Growth current PE ratio is 45.94 and PB ratio is 8.99
The asset allocation of Sundaram Focused Fund - Growth is Stocks : 96.06%, Debt : 3.91% and Gold : 0%
The minimum SIP amount for Sundaram Focused Fund - Growth is ₹500.00 and minimum lumpsum is ₹300.00
The exit load for Sundaram Focused Fund - Growth is 0.25% before 7 days, Nil after 7 days