Sundaram Focused Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 36.75 | 17.28 | 17.8 | 13.22 |
Average Rolling Returns(%) | 16.36 | 15.35 | 13.20 | 13.07 |
The Current NAV of Sundaram Focused Fund - Growth is ₹146.27.
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 200 returns, as Funds portfolio is significantly different.
Sundaram Focused Fund - Growth fund’s expense ratio is 2.22%
The process for redemption is
The AUM of Sundaram Focused Fund - Growth is currently ₹1,033 Crores.
The Top three stocks are Reliance Industries, HDFC Bank and ICICI Bank and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 32% and 51% of fund’s portfolio respectively.
Top three sectors of Sundaram Focused Fund - Growth fund are BFSI, IT and Capital Goods accounting for 53% 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 52.30 and PB ratio is 9.97
The asset allocation of Sundaram Focused Fund - Growth is Stocks : 94.61%, Debt : 2.47% and Gold : 2.91%
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