Sundaram Focused-Growth
Equity
Flexi Cap
₹-0.36% 1D
NAV on
Fund Summary
Ionic AI
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Fund Overview
- Rating
2 - Minimum Investment₹300
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1020 Cr
- Created on5 Nov 2005
Fund Ranking
#63
/ 78 in Flexi Cap
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month-5.9%
- 1 Year-1.8%
- 3 Year (CAGR)10.3%
- All Time (CAGR)14.2%
Category Return
- 6 Month-4.4%
- 1 Year-1.3%
- 3 Year (CAGR)13.0%
- All Time (CAGR)-
Asset Allocation
- Equity93.1%
- Other6.9%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise3.36%
- ABB India2.25%
- Asian Paints3.22%
- Aurobindo Pharma2.63%
- Bajaj Finance1.80%
Fund Information
- Expense Ratio2.24%
- Exit LoadExit load of 0.25% if redeemed within 7 days.
- Lock-In PeriodNo Lock-In
Managed By
Ravi Gopalakrishnan
Oct 2019 - Present
Sudhir Kedia
May 2022 - Present
Bharath S
July 2024 - Present
Ashwin Jain
Oct 2024 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.39 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 13.10 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -1.39 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.82