Sundaram Mutual Fundimage

Sundaram Focused Fund

EquityFocusedIDCW-SweepIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (20 Dec 24)

₹ 160.26

AUM (in Cr)

₹ 1118.04

5 Years CAGR

% 18.61

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Focused Fund
3.29
-3.51
4.39
20.35
14.41
18.61
Nifty 500
1.44
-7.63
0.49
19.95
17.18
18.86
Focused
3.11
10.97
19.59
40.77
18.26
23.14

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

To provide capital appreciation and /or dividend distribution by predominantly investing in companies having a large market capitalization. For the purpose of this Fund, Large Cap Companies are defined as those having market capitalization greater than Rs.750 crore as on the date of investment (or any such amount as may be specified by India Index Services Ltd (IISL) from time to time) being the upper limit of market capitalisation as a criteria for inclusion of a company in CNX Midcap 200 Index.

Expense Ratio
% 2.25
Benchmark
Nifty 500
AUM
₹ 1118.04
Inception Date
11 Nov 2005
Turnover Ratio
% 56.50
Exit Load
0.25% will be charged for redemption within 7 days.
Asset Class
Equity
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