Home Mf Research Sundaram Focused Fund Regular Plan Growth

SUNDARAM FOCUSED FUND - REGULAR PLAN - GROWTH

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  • 3Y
  • SI
Fund info
NAV (as on 2025-07-18)
160.71 -0.47%
AUM (Fund Size)
25
Expense Ratio
2.26%
Exit load
If Units purchased/ switchin within 7 days from the date of allotment 0.25%. NIL after 7 days from the date of allotment
Risk
Very High Risk
AMC
SUNDARAM MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,000.63
0.06 %
Two Week 2025-07-03 ₹1,000.00 ₹987.07
-1.29 %
One Month 2025-06-18 ₹1,000.00 ₹1,018.38
1.84 %
Three Months 2025-04-21 ₹3,000.00 ₹3,095.98
3.20 %
Six Months 2025-01-20 ₹6,000.00 ₹6,291.26
4.85 %
One Year 2024-07-18 ₹12,000.00 ₹12,243.86
2.03 %
Three Year 2022-07-19 ₹36,000.00 ₹44,450.56
23.47 %
Since Inception 2021-12-30 ₹44,000.00 ₹56,212.86
27.76 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 78%
Debt 10%
Others N/A

Sectors Holding in SUNDARAM FOCUSED FUND - REGULAR PLAN - GROWTH

Banks
27%
Telecom - Services
5%
It - Software
8%
Automobiles
5%
Pharmaceuticals & Biotechnology
4%
Insurance
4%
Petroleum Products
4%
Auto Components
3%
Industrial Products
3%
Electrical Equipment
3%
Retailing
5%
Transport Services
2%
Healthcare Services
2%
Agricultural Food & Other Products
2%
Non - Ferrous Metals
1%
Other
10%

Companies Holding in SUNDARAM FOCUSED FUND - REGULAR PLAN - GROWTH

HDFC Bank Ltd
9.90%
ICICI Bank Ltd
9.31%
Bharti Airtel Ltd
5.92%
Kotak Mahindra Bank Ltd
5.06%
Infosys Ltd
4.62%
TVS Motor Company Ltd
4.31%
Dr. Reddys Laboratories Ltd
4.26%
ICICI Lombard General Insurance Company Ltd
4.25%
Bharat Petroleum Corporation Ltd
4.12%
Craftsman Automation Ltd
3.92%
Happy Forgings Ltd
3.54%
Tech Mahindra Ltd
3.28%
Triveni Turbine Ltd
3.19%
Info Edge (India) Ltd
3.04%
Interglobe Aviation Ltd
2.97%
Apollo Hospitals Enterprise Ltd
2.86%
Avenue Supermarts Ltd
2.78%
TATA Consumer Products Ltd
2.50%
Axis Bank Ltd
2.30%
State Bank Of India
2.15%
Hindalco Industries Ltd
1.94%
Bajaj Auto Ltd
1.80%
HCL Technologies Ltd
1.54%
TREPS
10.51%
Cash And Other Net Current Assets
-0.07%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Risk-O-Meter

Investors understand that their principal will be at
Very High Risk

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
2.26
Expense Ratio Direct
1.29
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Bharath S
22 years Experience
Sudhir Kedia
18 years Experience

Exit load

If Units purchased/ switchin within 7 days from the date of allotment 0.25%. NIL after 7 days from the date of allotment

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