Sundaram Focused-Growth
Equity
Focused
₹0.33% 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)₹1069 Cr
- Created on5 Nov 2005
Fund Ranking
#21
/ 26 in Focused
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month5.1%
- 1 Year6.5%
- 3 Year (CAGR)11.1%
- All Time (CAGR)14.6%
Category Return
- 6 Month4.5%
- 1 Year7.2%
- 3 Year (CAGR)13.6%
- All Time (CAGR)-
Asset Allocation
- Equity96.8%
- Other3.2%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise3.77%
- Cholamandalam Investment and Finance Company2.14%
- HDFC Bank7.36%
- ICICI Bank7.20%
- Infosys3.25%
Fund Information
- Expense Ratio2.29%
- 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. 0.34 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 12.92 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -1.01 - 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