Compare Sundaram Focused Fund vs JM Flexicap Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.25 | 1.81 |
NAV | ₹157.06 | ₹99.43 |
Fund Started | 23 Sep 2005 | 31 Jul 2008 |
Fund Size | ₹1104.83 Cr | ₹4721.61 Cr |
Exit Load | Exit load of 0.25% if redeemed within 7 days. | Exit load of 1%, if redeemed within 30 days. |
Returns
1 Year | 26.37% | 42.64% |
3 Year | 10.96% | 22.81% |
5 Year | 18.61% | 23.41% |
Holding Analysis
Equity | 96.04% | 97.40% |
Cash | 3.96% | 2.60% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Ashwin Jain | Satish Ramanathan |
Start Date | 21 Oct 2024 | 01 Oct 2024 |
About Fund
Description | The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks. | The scheme which aims to provide capital appreciation by investing primarily in equity and equity related securities of various market depending upon valuation discount or premium amongst Large / Mid & Small cap stocks, the fund will keep varying the weights to capture the value while keeping an optimum Risk / Return profile. |
Launch Date | 23 Sep 2005 | 31 Jul 2008 |
