Sundaram Focused Fund - Regular Growth

Equity Create Wealth
Focused Fund
Category Rank
Sundaram Focused Fund - Regular  Growth
Rating
Fund
Time to Invest
Sundaram Focused Fund - Regular  Growth
NAV
102.7326
(24/03/2023)
L 52Wk H
92.23
114.63
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Sundaram Focused Fund - Regular Growth

Equity
Focused Fund
Create Wealth
Rank Sundaram Focused Fund - Regular  Growth
Fund
NAV
102.7326
(24/03/2023)
Time to Invest
Sundaram Focused Fund - Regular  Growth
Rating
L 52Wk H
92.23
114.63
Investment Objective

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization. .

Category
  • Equity - Focused Fund
Benchmark
  • NIFTY 500 - TRI
Returns
Absolute
1M
-2.55%
3M
-3.83%
6M
-4.84%
Annualised
1Y
-4.00%
3Y
27.21%
5Y
12.27%
Historical NAV
NAV for scheme Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Sundaram Focused Fund - Regular  Growth

AUM

771.37 Cr
Sundaram Focused Fund - Regular Growth AUM is 79% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - 0.25% before 7D Nil after 7D
Lock In Period - NIL

Expense Ratio

2.44%

Turnover Ratio

28.00%