Nov 21, 2024
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Focused Fund (G) | -5.69 | 5.16 | 23.74 | 11.42 |
| Benchmark - S&P BSE 100 | 4.72 | -0.34 | 4.35 | 4.52 |
| Category Average - BEST EQUITY PERFORMERS | -5.43 | 6.19 | 26.77 | 13.16 |
| Category Rank | 6/6 | 4/6 | 9/6 | 9/6 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mirae Asset Focused Fund (IDCW) | 22.7060 | 0.01 | 20.32 | 6.66 | 16.13 | 8,250.40 | 0.00 | 5,000.00 | invest |
| HSBC Focused Fund (G) | 24.3997 | 0.01 | 27.40 | 13.80 | 0.00 | 1,754.07 | 2.09 | 5,000.00 | invest |
| HSBC Focused Fund (IDCW) | 18.8227 | 0.01 | 27.40 | 13.81 | 0.00 | 1,754.07 | 2.09 | 5,000.00 | invest |
| Mirae Asset Focused Fund (G) | 24.6980 | 0.00 | 20.28 | 6.64 | 16.11 | 8,250.40 | 0.00 | 5,000.00 | invest |
| Quant Focused Fund (G) | 83.3259 | -2.36 | 22.97 | 14.79 | 20.30 | 1,120.71 | 2.15 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | Oct 31, 2024 | 95.46 | 8.64 | 0.21 |
|
| Equity-ICICI Bank | Oct 31, 2024 | 79.09 | 7.16 | 10.54 |
|
| Equity-Larsen & Toubro | Oct 31, 2024 | 61.22 | 5.54 | 9.19 |
|
| Equity-Reliance Industr | Oct 31, 2024 | 58.61 | 5.30 | -9.79 |
|
| Equity-Bharti Airtel | Oct 31, 2024 | 55.63 | 5.04 | -5.67 |
|
| Equity-St Bk of India | Oct 31, 2024 | 55.04 | 4.98 | 4.10 |
|
| Equity-Axis Bank | Oct 31, 2024 | 54.79 | 4.96 | 0.00 |
|
| Equity-Zomato Ltd | Oct 31, 2024 | 51.11 | 4.63 | -11.54 |
|
| Reverse Repo-TREPS | Oct 31, 2024 | 46.12 | 4.17 | -4.80 |
|
| Equity-Grasim Inds | Oct 31, 2024 | 39.63 | 3.59 | -3.57 |
|
Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...
Sundaram Mutual Fund has announced change in exit load structure under foll...
Sundaram Mutual Fund has announced that Mr. Ashwin Jain has been appointed ...
Sundaram Mutual Fund has announced 25 October 2024 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
Sundaram Mutual Fund has announced 17 October 2024 as the record date for t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Focused Fund (G) |
| Contact Persone | : | S Bharath |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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