Sundaram Focused Fund (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Sundaram Focused Fund (G) (2693) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Focused Fund (G)
Sundaram Asset Management Company Ltd
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
Sundaram Focused Fund (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Alpha Generation
Outperformance vs benchmark
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 2.33% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 9.64% |
| ICICI Bank Ltd | Banks | 9.38% |
| Bharti Airtel Ltd | Telecom-Service | 6.01% |
| Kotak Mahindra Bank Ltd | Banks | 4.75% |
| TREPS | Debt Others | 4.70% |
| Craftsman Automation Ltd | Auto Ancillaries | 4.65% |
| Infosys Ltd | IT - Software | 4.39% |
| TVS Motor Company Ltd | Automobile | 4.27% |
| Dr Reddys Laboratories Ltd | Pharmaceuticals | 4.25% |
| Bharat Petroleum Corporation Ltd | Refineries | 4.19% |
Sector Breakdown
Compare against Focused Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Focused Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Focused Fund category
Sundaram Focused Fund (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹407.49 | 15.40% | 6.49% | 16.25% |
| SBI Focused Fund (G) | ₹362.26 | 14.94% | 5.64% | 15.25% |
| HDFC Focused Fund - Direct (G) | ₹271.42 | 15.49% | 7.14% | 23.76% |
| HDFC Focused Fund - Regular (G) | ₹238.77 | 14.90% | 6.03% | 22.28% |
| Sundaram Focused Fund - Direct (G) | ₹180.07 | 10.43% | -4.16% | 14.21% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹162.54 | 12.89% | -1.00% | 16.22% |
| Aditya Birla SL Focused Fund (G) | ₹143.96 | 12.37% | -1.91% | 15.12% |
| Nippon India Focused Fund - Direct (G) | ₹135.48 | 15.74% | -2.02% | 14.69% |
| Franklin India Focused Equity Fund - Direct (G) | ₹124.36 | 14.52% | -1.46% | 17.35% |
| Nippon India Focused Fund (G) | ₹122.92 | 15.33% | -2.69% | 13.91% |
Category Average Returns
Ashwin Jain
A seasoned investment professional with over 20 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.