Sundaram Focused-G

Fund Category: Focused

Fund Category Focused

Very High Equity G

3 Morning Star

3 Value Research

NAV( 14 Nov 2024)

₹ 157.6
-5.98%

Sundaram Focused-G

Invest now
Performance

10.96%3y Returns

0.39% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 300
  • Lock In

    0
  • Expense ratio

    2.23%
  • Exit load

    0.25% Exit load of 0.25% if redeemed within 7 days.
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 1,105 Cr
  • Plan

    REGULAR
  • Launch date

    23 Sep 2005
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY 500 Total Return Index
  • ISIN

    INF173K01189
Fund allocation
Asset allocation

Company holdings
Company Allocation %
ABB India Ltd 2.42%
Aurobindo Pharma Ltd 2.95%
Axis Bank Ltd 4.96%
Bajaj Finance Ltd 1.8%
Bharat Electronics Ltd 3.55%
Bharti Airtel Ltd 5.04%
Cholamandalam Investment & Finance Company Ltd 2.59%
Grasim Industries Ltd 3.59%
HDFC Bank Ltd 8.64%
Hindustan Aeronautics Ltd 1.32%
ICICI Bank Ltd 7.16%
Info Edge (India) Ltd 3.1%
Infosys Ltd 3.24%
Kotak Mahindra Bank Ltd 2.99%
Larsen & Toubro Ltd 5.54%
Adani Ports and Special Economic Zone Ltd 1.06%
Reliance Industries Ltd 5.3%
State Bank of India 4.98%
Sun Pharmaceutical Industries Ltd 3.26%
Tech Mahindra Ltd 3.28%
United Breweries Ltd 1.88%
Oil India Ltd 1.62%
Triveni Turbine Ltd 2.59%
TD Power Systems Ltd 1.71%
Interglobe Aviation Ltd 2.02%
Laurus Labs Ltd 2.45%
Bharti Hexacom Ltd 2.39%
Zomato Ltd 4.63%
Repo 4.17%
Net Payables -0.22%
Sectors
Company Allocation %
Services 10.81%
Others 3.95%
Construction 8.13%
Energy 6.92%
Consumer Staples 1.88%
Technology 6.52%
Materials 3.59%
Financial 33.12%
Healthcare 8.66%
Capital Goods 9.00%
Communication 7.43%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

  • Funds Offered

    9
  • AUM

    ₹ 27,768 Cr
  • Highest Return

    17.65%
About

Ravi Gopalakrishnan Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

Start investing now

Select a Date

1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28

Similar Mutual Funds

View All Mutual Funds

Mirae Asset Focused Reg-G

2 Morning Star

1 Value Research

-5.23 %

2 Morning Star

1 Value Research

NAV

24.72

1M Returns

-5.23%

1Y Returns

22.9%

3Y Returns

6.0%

Min. Investment

Rs.99.0

Fund Size

Rs.8250.4 Cr

Fund Manager

Gaurav Misra
Very High Equity G
More

NAV

24.72

Min Investment

₹99.0

Fund Size

₹8250.4 cr

Fund Manager

Gaurav Misra
ADD to watchlist
JM Focused-G

2 Morning Star

3 Value Research

-5.88 %

2 Morning Star

3 Value Research

NAV

19.71

1M Returns

-5.88%

1Y Returns

31.36%

3Y Returns

16.61%

Min. Investment

Rs.100.0

Fund Size

Rs.196.38 Cr

Fund Manager

Asit Bhandarkar
Very High Equity G
More

NAV

19.71

Min Investment

₹100.0

Fund Size

₹196.38 cr

Fund Manager

Asit Bhandarkar
ADD to watchlist
Canara Robeco Focused Equity Reg-G

4 Morning Star

4 Value Research

-5.24 %

4 Morning Star

4 Value Research

NAV

18.81

1M Returns

-5.24%

1Y Returns

32.91%

3Y Returns

14.31%

Min. Investment

Rs.1000.0

Fund Size

Rs.2514.4 Cr

Fund Manager

Shridatta Bhandwaldar
Very High Equity G
More

NAV

18.81

Min Investment

₹1000.0

Fund Size

₹2514.4 cr

Fund Manager

Shridatta Bhandwaldar
ADD to watchlist
Invesco India Focused Fund Reg-G

4 Morning Star

4 Value Research

-6.48 %

4 Morning Star

4 Value Research

NAV

27.11

1M Returns

-6.48%

1Y Returns

51.11%

3Y Returns

17.55%

Min. Investment

Rs.500.0

Fund Size

Rs.3293.2 Cr

Fund Manager

Taher Badshah
Very High Equity G
More

NAV

27.11

Min Investment

₹500.0

Fund Size

₹3293.2 cr

Fund Manager

Taher Badshah
ADD to watchlist
Quant Focused-G

5 Morning Star

5 Value Research

-7.51 %

5 Morning Star

5 Value Research

NAV

85.65

1M Returns

-7.51%

1Y Returns

28.69%

3Y Returns

15.32%

Min. Investment

Rs.1000.0

Fund Size

Rs.1120.71 Cr

Fund Manager

Sanjeev Sharma
Very High Equity G
More

NAV

85.65

Min Investment

₹1000.0

Fund Size

₹1120.71 cr

Fund Manager

Sanjeev Sharma
ADD to watchlist
Tata Focused Equity Reg-G

3 Morning Star

3 Value Research

-6.06 %

3 Morning Star

3 Value Research

NAV

23.18

1M Returns

-6.06%

1Y Returns

29.64%

3Y Returns

13.96%

Min. Investment

Rs.100.0

Fund Size

Rs.1847.7 Cr

Fund Manager

Meeta Shetty
Very High Equity G
More

NAV

23.18

Min Investment

₹100.0

Fund Size

₹1847.7 cr

Fund Manager

Meeta Shetty
ADD to watchlist
Bandhan Focused Equity Reg-G

3 Morning Star

3 Value Research

-5.32 %

3 Morning Star

3 Value Research

NAV

83.61

1M Returns

-5.32%

1Y Returns

37.47%

3Y Returns

14.38%

Min. Investment

Rs.100.0

Fund Size

Rs.1745.69 Cr

Fund Manager

Sumit Agrawal
Very High Equity G
More

NAV

83.61

Min Investment

₹100.0

Fund Size

₹1745.69 cr

Fund Manager

Sumit Agrawal
ADD to watchlist
ICICI Pru Focused Equity-G

4 Morning Star

4 Value Research

-6.73 %

4 Morning Star

4 Value Research

NAV

83.59

1M Returns

-6.73%

1Y Returns

38.4%

3Y Returns

17.5%

Min. Investment

Rs.100.0

Fund Size

Rs.9867.12 Cr

Fund Manager

Sankaran Naren
Very High Equity G
More

NAV

83.59

Min Investment

₹100.0

Fund Size

₹9867.12 cr

Fund Manager

Sankaran Naren
ADD to watchlist
Axis Focused Reg-G

2 Morning Star

1 Value Research

-7.78 %

2 Morning Star

1 Value Research

NAV

51.83

1M Returns

-7.78%

1Y Returns

22.68%

3Y Returns

2.13%

Min. Investment

Rs.100.0

Fund Size

Rs.13355.81 Cr

Fund Manager

Jinesh Gopani
Very High Equity G
More

NAV

51.83

Min Investment

₹100.0

Fund Size

₹13355.81 cr

Fund Manager

Jinesh Gopani
ADD to watchlist
Sundaram Select Focus Reg-G

3 Morning Star

5 Value Research

-2.25 %

3 Morning Star

5 Value Research

NAV

166.04

1M Returns

-2.25%

1Y Returns

38.04%

3Y Returns

19.0%

Min. Investment

Rs.100.0

Fund Size

Rs.0.0 Cr

Fund Manager

-
Very High Equity G
More

NAV

166.04

Min Investment

₹100.0

Fund Size

₹0.0 cr

Fund Manager

-
ADD to watchlist
Sundaram Focused-G

3 Morning Star

3 Value Research

-5.98 %

3 Morning Star

3 Value Research

NAV

157.6

1M Returns

-5.98%

1Y Returns

26.37%

3Y Returns

10.96%

Min. Investment

Rs.100.0

Fund Size

Rs.1104.83 Cr

Fund Manager

Ravi Gopalakrishnan
Very High Equity G
More

NAV

157.6

Min Investment

₹100.0

Fund Size

₹1104.83 cr

Fund Manager

Ravi Gopalakrishnan
ADD to watchlist
Mahindra Manulife Focused Reg-G

4 Morning Star

4 Value Research

-7.59 %

4 Morning Star

4 Value Research

NAV

25.34

1M Returns

-7.59%

1Y Returns

34.15%

3Y Returns

17.06%

Min. Investment

Rs.500.0

Fund Size

Rs.1790.9 Cr

Fund Manager

Krishna Sanghvi
Very High Equity G
More

NAV

25.34

Min Investment

₹500.0

Fund Size

₹1790.9 cr

Fund Manager

Krishna Sanghvi
ADD to watchlist
HSBC Focused Fund Reg-G

3 Morning Star

2 Value Research

-6.18 %

3 Morning Star

2 Value Research

NAV

24.41

1M Returns

-6.18%

1Y Returns

30.7%

3Y Returns

12.59%

Min. Investment

Rs.500.0

Fund Size

Rs.1754.07 Cr

Fund Manager

Ankur Arora
Very High Equity G
More

NAV

24.41

Min Investment

₹500.0

Fund Size

₹1754.07 cr

Fund Manager

Ankur Arora
ADD to watchlist
Edelweiss Focused Reg-G

0 Morning Star

0 Value Research

-7.19 %

0 Morning Star

0 Value Research

NAV

15.82

1M Returns

-7.19%

1Y Returns

33.36%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.895.84 Cr

Fund Manager

Trideep Bhattacharya
Very High Equity G
More

NAV

15.82

Min Investment

₹100.0

Fund Size

₹895.84 cr

Fund Manager

Trideep Bhattacharya
ADD to watchlist
Union Focused Reg-G

3 Morning Star

3 Value Research

-5.03 %

3 Morning Star

3 Value Research

NAV

24.55

1M Returns

-5.03%

1Y Returns

21.53%

3Y Returns

9.14%

Min. Investment

Rs.500.0

Fund Size

Rs.415.68 Cr

Fund Manager

Vinay Paharia
Very High Equity G
More

NAV

24.55

Min Investment

₹500.0

Fund Size

₹415.68 cr

Fund Manager

Vinay Paharia
ADD to watchlist
HDFC Focused 30-G

4 Morning Star

5 Value Research

-3.71 %

4 Morning Star

5 Value Research

NAV

213.34

1M Returns

-3.71%

1Y Returns

36.64%

3Y Returns

21.92%

Min. Investment

Rs.100.0

Fund Size

Rs.14968.5 Cr

Fund Manager

Roshi Jain
Very High Equity G
More

NAV

213.34

Min Investment

₹100.0

Fund Size

₹14968.5 cr

Fund Manager

Roshi Jain
ADD to watchlist
DSP Focus-G

2 Morning Star

2 Value Research

-7.52 %

2 Morning Star

2 Value Research

NAV

51.65

1M Returns

-7.52%

1Y Returns

30.76%

3Y Returns

12.98%

Min. Investment

Rs.100.0

Fund Size

Rs.2546.18 Cr

Fund Manager

Vinit Sambre
Very High Equity G
More

NAV

51.65

Min Investment

₹100.0

Fund Size

₹2546.18 cr

Fund Manager

Vinit Sambre
ADD to watchlist
Kotak Focused Equity Reg-G

3 Morning Star

3 Value Research

-6.86 %

3 Morning Star

3 Value Research

NAV

23.69

1M Returns

-6.86%

1Y Returns

28.33%

3Y Returns

11.33%

Min. Investment

Rs.100.0

Fund Size

Rs.3505.43 Cr

Fund Manager

Arjun Khanna
Very High Equity G
More

NAV

23.69

Min Investment

₹100.0

Fund Size

₹3505.43 cr

Fund Manager

Arjun Khanna
ADD to watchlist
Baroda BNP Paribas Focused Reg-G

3 Morning Star

3 Value Research

-9.53 %

3 Morning Star

3 Value Research

NAV

21.21

1M Returns

-9.53%

1Y Returns

25.08%

3Y Returns

11.71%

Min. Investment

Rs.500.0

Fund Size

Rs.674.7 Cr

Fund Manager

Sanjay Chawla
Very High Equity G
More

NAV

21.21

Min Investment

₹500.0

Fund Size

₹674.7 cr

Fund Manager

Sanjay Chawla
ADD to watchlist
LIC MF Focused Reg-G

2 Morning Star

0 Value Research

-9.32 %

2 Morning Star

0 Value Research

NAV

20.35

1M Returns

-9.32%

1Y Returns

21.08%

3Y Returns

8.05%

Min. Investment

Rs.200.0

Fund Size

Rs.142.7 Cr

Fund Manager

Alok Ranjan
Very High Equity G
More

NAV

20.35

Min Investment

₹200.0

Fund Size

₹142.7 cr

Fund Manager

Alok Ranjan
ADD to watchlist
UTI Focused Reg-G

3 Morning Star

3 Value Research

-8.91 %

3 Morning Star

3 Value Research

NAV

14.79

1M Returns

-8.91%

1Y Returns

24.8%

3Y Returns

11.54%

Min. Investment

Rs.500.0

Fund Size

Rs.2686.69 Cr

Fund Manager

Vishal Chopda
Very High Equity G
More

NAV

14.79

Min Investment

₹500.0

Fund Size

₹2686.69 cr

Fund Manager

Vishal Chopda
ADD to watchlist
360 ONE Focused Equity Reg-G

4 Morning Star

4 Value Research

-7.16 %

4 Morning Star

4 Value Research

NAV

45.18

1M Returns

-7.16%

1Y Returns

25.89%

3Y Returns

12.76%

Min. Investment

Rs.1000.0

Fund Size

Rs.7616.66 Cr

Fund Manager

Mayur Patel
Very High Equity G
More

NAV

45.18

Min Investment

₹1000.0

Fund Size

₹7616.66 cr

Fund Manager

Mayur Patel
ADD to watchlist
Aditya Birla SL Focused Reg-G

3 Morning Star

3 Value Research

-6.12 %

3 Morning Star

3 Value Research

NAV

134.18

1M Returns

-6.12%

1Y Returns

30.52%

3Y Returns

11.66%

Min. Investment

Rs.100.0

Fund Size

Rs.7728.52 Cr

Fund Manager

Mahesh Patil
Very High Equity G
More

NAV

134.18

Min Investment

₹100.0

Fund Size

₹7728.52 cr

Fund Manager

Mahesh Patil
ADD to watchlist
SBI Focused Equity-G

3 Morning Star

2 Value Research

-4.71 %

3 Morning Star

2 Value Research

NAV

323.91

1M Returns

-4.71%

1Y Returns

22.3%

3Y Returns

7.62%

Min. Investment

Rs.500.0

Fund Size

Rs.34940.52 Cr

Fund Manager

R. Srinivasan
Very High Equity G
More

NAV

323.91

Min Investment

₹500.0

Fund Size

₹34940.52 cr

Fund Manager

R. Srinivasan
ADD to watchlist
Franklin India Focused Equity-G

3 Morning Star

4 Value Research

-6.77 %

3 Morning Star

4 Value Research

NAV

103.05

1M Returns

-6.77%

1Y Returns

28.5%

3Y Returns

14.32%

Min. Investment

Rs.500.0

Fund Size

Rs.12068.03 Cr

Fund Manager

Ajay Argal
Very High Equity G
More

NAV

103.05

Min Investment

₹500.0

Fund Size

₹12068.03 cr

Fund Manager

Ajay Argal
ADD to watchlist
Motilal Oswal Focused Reg-G

2 Morning Star

2 Value Research

-9.87 %

2 Morning Star

2 Value Research

NAV

45.27

1M Returns

-9.87%

1Y Returns

21.14%

3Y Returns

9.36%

Min. Investment

Rs.500.0

Fund Size

Rs.1924.61 Cr

Fund Manager

Siddharth Bothra
Very High Equity G
More

NAV

45.27

Min Investment

₹500.0

Fund Size

₹1924.61 cr

Fund Manager

Siddharth Bothra
ADD to watchlist
Nippon India Focused Equity-G

3 Morning Star

3 Value Research

-6.71 %

3 Morning Star

3 Value Research

NAV

113.51

1M Returns

-6.71%

1Y Returns

21.31%

3Y Returns

11.65%

Min. Investment

Rs.100.0

Fund Size

Rs.8476.61 Cr

Fund Manager

Vinay Sharma
Very High Equity G
More

NAV

113.51

Min Investment

₹100.0

Fund Size

₹8476.61 cr

Fund Manager

Vinay Sharma
ADD to watchlist