SUNDARAM FOCUSED FUND(G)

Product name	Return type	1 yr(%)	3 yr(%)	5 yr(%)
SUNDARAM FOCUSED FUND(G)	market linked	36.14 %	18.36 %	18.12 %
BenchMark : NIFTY 500 - TRI	BenchMark Return	40.74	21.08	17.96
Value of Rs. 1,00,000 Invested	current value	136140	165811	229941

scheme 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	Mutual Fund > Equity > Focused Fund
Fund Type	Open Ended
Fund Manager	Ravi Gopalakrishnan
Minimum Amount for Lumpsum Investment (Rs.)	300
Minimum Amount for SIP Investment (Rs.)	300
Nav Date	25/04/2024
Nav	146.54
AUM (Cr.)	1033.49
AUM Date	31/03/2024
Expense Ratio Currently	2
Expense Ratio Date Currently	31/03/2024
Modified Duration(Yrs)	-
Modified Duration Date(Yrs)	-
YTM	-
YTM Date	-
Entry Load	NIL
Exit Load	0.25% before 7D, Nil after 7D
Tax Treatment of Income
Tax Benefit on Investment
Withdrawal	Anytime
Pros
Cons
Risk Factor	All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.