Sundaram Focused Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation12.0%
Sharpe Ratio-0.28
Beta0.72
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services9.45%
ICICI Bank LtdFinancial Services9.04%
Bharti Airtel LtdServices6.23%
TrepsUtilities6.15%
Kotak Mahindra Bank LtdFinancial Services5.13%
Infosys LtdTechnology4.60%
ICICI Lombard General Insurance Co LtdFinancial Services4.49%
TVS Motor Co LtdConsumers4.40%
Dr Reddy's Laboratories LtdServices4.24%
Bharat Petroleum Corp LtdEnergy & Infra4.18%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.26%
Regulatory & Tax Information
INF173K01AL2
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)