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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.25 | 59.50 | 1.44 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 49.21 | 1.47 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.25% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 300 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Focused Fund(H-IDCW) | 20.27% | 6.11% | 7.04% |
SBI Focused Equity Fund(IDCW-Payout) | 22.65% | 10.27% | 13.55% |
HDFC Focused 30 Fund(IDCW) | 25.88% | 16.55% | 5.22% |
Axis Focused Fund(IDCW) | 14.40% | -2.81% | 10.37% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
8.64 %
Holdings
7.16 %
Holdings
5.54 %
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
₹ 68,298.51 Cr.
S. Bharath
AUM: ₹38,192.78 Cr.
|
Exp: 7.11yrs
Ashwin Jain
AUM: ₹4,557.54 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%