August 10, 2023
mayank
Sundaram Focused Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 134.7141
NAV IDCW Half Yearly: Rs 39.6569
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Fund Manager:
1) Ravi Gopalakrishnan
Education: Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group, USA, and Sun F & C Asset Management Ltd.
2) Sudhir Kedia
Education: Mr. Kedia is CA, CMA and MBA.
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Investment Details
| Min. Investment (Rs) | 300 |
| Min. Addl Investment (Rs) | 300 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 0.25% for redemption Within 7 days |
Basic Details of Sundaram Focused Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 14.85% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 876 Cr |
| (As on 30-Jun-2023) | |
| Expense | 1.30% |
| (As on 30-Jun-2023) | |
| Risk Grade | Average |
| Return Grade | Average |
| Turnover | 30.00% |
Sundaram Focused Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Focused Dir | 13.55 | 0.35 | 3.17 | 11.36 | 16.18 | 18.44 | 23.87 | 15.07 | 14.78 | 17.28 |
| S&P BSE 500 TRI | 10.70 | 0.35 | 2.80 | 10.72 | 13.81 | 14.44 | 24.22 | 13.15 | 14.18 | 16.28 |
| Equity: Flexi Cap | 12.92 | 0.27 | 3.12 | 11.34 | 14.32 | 16.28 | 23.21 | 13.25 | 13.95 | 17.36 |
| Rank within category | 28 | 23 | 33 | 36 | 15 | 22 | 20 | 11 | 12 | 14 |
| Number of funds in category | 68 | 73 | 73 | 71 | 68 | 66 | 49 | 37 | 33 | 27 |
Sundaram Focused Fund Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Focused Dir | 3 star | 18.44 | 23.87 | 15.07 | 1.30 | 876 | 14.85 | 0.25 (7) | 10Y 7M | 30.00 |
| HDFC Flexi Cap Dir | 4 star | 23.63 | 33.09 | 15.88 | 0.96 | 38,266 | 15.87 | 1.00 (365) | 10Y 7M | 39.12 |
| Parag Parikh Flexi Cap Dir | 5 star | 19.44 | 24.85 | 18.64 | 0.69 | 37,699 | 19.42 | 2.00 (365) | 10Y 2M | 6.24 |
| Franklin Ind Flexi Cap Dir | 4 star | 20.29 | 29.42 | 14.51 | 0.83 | 11,699 | 16.22 | 1.00 (365) | 10Y 7M | 15.56 |
| Canara Robeco Flexi Cap Dir | 4 star | 13.18 | 22.03 | 14.59 | 0.53 | 10,218 | 14.52 | 1.00 (365) | 10Y 7M | 25.00 |
Portfolio Analysis of Sundaram Focused Fund
| No. of Stocks | 30 |
| Top 10 Stocks | 50.38% |
| Top 5 Stocks | 33.73% |
| Top 3 Sectors | 53.62% |
| Portfolio P/B Ratio | 3.47 |
| Portfolio P/E Ratio | 25.12 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,56,385 | 1,53,907 |
| Giant (%) | 57.08 | 53.57 |
| Large (%) | 17.04 | 18.60 |
| Mid (%) | 21.90 | 22.11 |
| Small (%) | 3.98 | 6.47 |
| Tiny (%) | — | 0.06 |
Chanakya’s Mutual Fund Guidance For Sundaram Focused Fund
Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
Apply Online: https://www.sundarammutual.com/Fund/AllSchemes
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