FAQ : Sundaram Focused Fund - Growth

Sundaram Focused Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 32.33 15.97 18.52 12.65
Average Rolling Returns(%) 16.19 15.34 13.15 13.07

The Current NAV of Sundaram Focused Fund - Growth is ₹142.06.

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 2.27%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Focused Fund - Growth is currently ₹1,017 Crores.

The Top three stocks are Reliance Industries, HDFC Bank and ICICI Bank and account for 21% 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 56% 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 49.03 and PB ratio is 9.66

The asset allocation of Sundaram Focused Fund - Growth is Stocks : 95.64%, Debt : 3.42% and Gold : 0.98%

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

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