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Sundaram Focused Fund(H-IDCW)

IDCW
48.610.58% (+0.28)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

Sundaram Focused Fund(H-IDCW)

IDCW
EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 1,156 Cr
Very High RiskPrinciple investment will be at very high risk
48.610.58% (+0.28)

Price Chart

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Returns
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1M
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SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 1,156 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.2150.731.97
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4151.042.17

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs0.25%
0.25% before 7D Nil after 7D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 300
Initial: ₹ 300 Incremental: ₹ 300
BenchmarkBenchmark
NIFTY 500 - TRI

About Focused Fund

Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.

Peers & Comparison

Comparing 3 mutual funds from 
EquityFocused Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Focused Fund(H-IDCW)26.82%6.36%7.28%
SBI Focused Equity Fund(IDCW-Payout)27.32%12.11%13.79%
Axis Focused Fund(IDCW)23.26%-3.05%10.83%
HDFC Focused 30 Fund(IDCW)35.13%16.30%5.28%

Price Comparison

Compare Sundaram Focused Fund(H-IDCW) with any MF, ETF, stock or index
Compare Sundaram Focused Fund(H-IDCW) with any MF, ETF, stock or index
Sundaram Focused Fund(H-IDCW)
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Aug 2024

ACTUAL
Cash & EquivalentsEquity1.84%98.16%

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Distribution

+16 morePharmaceuticalsPublic BanksIndustrial MachineryIT Services & ConsultingPrivate Banks52.94 %7.40 %7.55 %8.14 %10.20 %13.76 %

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Aug 246.98%14.32%14.28%13.65%14.41%13.76%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : -0.55 %

    Holdings

    7.79 %

    -0.55 %
  • Reliance Industries Ltd
    RELIANCE
    3M change : -1.57 %

    Holdings

    6.27 %

    -1.57 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : -0.10 %

    Holdings

    5.97 %

    -0.10 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 67,533.79 Cr.

Fund Manager Profile

S. Bharath

AUM:  ₹39,111.36 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7.11yrs

Sudhir Kedia

AUM:  ₹14,209.53 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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