Sundaram Focused Fund: For the last few years, investors are increasingly inclined towards the stock market. Most of the investors are buying and selling shares. At the same time, some investors also give priority to investing in mutual fund schemes. If you invest in a mutual fund scheme and hold it for a long time, you will get much higher returns than you would earn by investing lump sum. Today we will tell you about a mutual fund scheme which has given surprising returns to investors. One such mutual fund scheme is Sundaram Focused Fund. The fund has made investors rich since its launch in November 2005.
how much investment in what period
If you had invested ₹ 10000 every month through SIP in Sundaram Focused Fund in the last one year, then in 12 months this investment becomes ₹ 1.20 lakh. At the same time, the return would have increased to ₹ 1.44 lakh. This shows a return of 40.50 percent in the last one year. If the same investment were made for a continuous period of three years, then the investment of ₹ 3.6 lakh would have increased to ₹ 5.13 lakh. This represents a return of 24.45 percent.
Similarly, if the investment was made for five years, a total investment of Rs 6 lakh would have given a return of Rs 10.71 lakh, which is an annual return of 23.38 percent. Similarly, if a regular investment of ₹10,000 was made through SIP in this mutual fund right from the beginning, it would have given a total return of ₹1.1198 crore, thus yielding a compound return of 15.14 per cent in 18 years and 11 months.
Term Return Investment (in Rs)
1 year ₹1.44 lakh 1.2 lakh
3 years ₹5.13 lakh 3.6 lakh
5 years ₹10.71 lakh 6 lakh
SI ₹1.1198 crore 22.5 lakh
(Source: sundarammutual.com)
Let us tell you that this mutual fund was launched on 11 November 2005. The fund managers of this scheme are Bharat S and Sudhir Kedia. The mutual fund has invested in banks (21.3%), retailing (11.2%), electrical appliances (8.1%), pharma (7.4%), telecom (7.2%), IT (7.1%), petroleum products (6.3%), aerospace ( 5.2%), construction (4.9%) and finance (4.6%).