Sundaram Focused Fund

AMC: SUNDARAM Moderate Risk Equity Focused

📊 Quick Summary Of This Page

Sundaram Focused Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹300
Minimum SIP
1.90%
Expense Ratio
Mr. Ashwin Jain
Fund Manager
Growth
Plan Type
11 Nov 2005
Launch Date
0.25%
Exit Load
NAV Momentum
Fund Analysis

Sundaram Focused Fund does not yet have a 5-year performance history.

The average return for Focused funds is 71.80% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 8.62% -0.49%
2 Year Return 30.07% 12.96%
3 Year Return 43.98% 36.20%
4 Year Return 133.83% 55.44%
5 Year Return 150.03% 71.80%
6 Year Return 166.81% 112.35%
7 Year Return 270.46% 136.56%
Expense Ratio 1.90% -
NAV History
Fund Information

AMC: SUNDARAM

Category: Equity • Focused

Launch Date: 11 Nov 2005

Fund Manager: Mr. Ashwin Jain

Minimum Purchase: ₹300

Exit Load:

Lock-in: 0

Risk: Moderate Risk

About This Fund

Sundaram Focused Fund is managed by SUNDARAM and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Sundaram Focused Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Sundaram Focused Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Sundaram Focused Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Sundaram Focused Fund, based on the latest portfolio data.

Sundaram Focused Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Sundaram Focused Fund is , which represents the annual cost charged for managing the fund.

Sundaram Focused Fund manages assets worth approximately , representing the total investor capital under management.

Sundaram Focused Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Sundaram Focused Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Sundaram Focused Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Sundaram Focused Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Sundaram Focused Fund and making investment decisions.

Yes, Sundaram Focused Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Sundaram Focused Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Sundaram Focused Fund to estimate returns and wealth creation over different time periods.