Sundaram Focused-Growth
Equity
Focused
₹1.04% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
2 - Minimum Investment₹300
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1032 Cr
- Created on5 Nov 2005
Fund Ranking
#19
/ 26 in Focused
Risk Level
Very High
Very High
Loading...
Returns
Trailing Return
Rolling Return
- 6 Month4.0%
- 1 Year-1.5%
- 3 Year (CAGR)8.3%
- All Time (CAGR)14.1%
Category Return
- 6 Month3.9%
- 1 Year-1.8%
- 3 Year (CAGR)10.7%
- All Time (CAGR)16.3%
Asset Allocation
- Equity95.6%
- Other4.4%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise3.56%
- Bank of Baroda2.05%
- Cholamandalam Investment and Finance Company1.94%
- HDFC Bank3.93%
- ICICI Bank6.87%
Fund Information
- Expense Ratio2.34%
- 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. 0.27 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 13.45 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -0.01 - 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. 0.81