Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
Equity
3 Star
NAV as of Jul 04, 2025
₹181.24
0.57%1D Change
Returns since inception
15.12%p.a.
Very High Risk
Equity
3 Star
NAV as of Jul 04, 2025
₹181.24
0.57%1D Change
Returns since inception
15.12%p.a.
Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk|Equity|3 Star
NAV as of Jul 04, 2025
₹181.24
0.57%1D
Returns since inception
15.12%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating3 Star
- Expense ratio1.3%
- Exit Load0.25% within 7 days
- AUM (Fund size)₹1,080.96 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹100 & Lump. ₹300
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Treps | 10.51% |
| HDFC Bank Ltd | 9.9% |
| ICICI Bank Ltd | 9.31% |
| Bharti Airtel Ltd | 5.92% |
| Kotak Mahindra Bank Ltd | 5.06% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Focus Fund Direct Pla... | ₹ 1,987 Cr | ₹42.79 | 1.11% | Very High |
| ICICI Prudential Focused ... | ₹ 11,667 Cr | ₹105.78 | 0.34% | Very High |
| SBI Focused Equity Fund D... | ₹ 37,122 Cr | ₹400.13 | 0.14% | Very High |
| Mirae Asset Focused Fund ... | ₹ 7,927 Cr | ₹28.21 | 0.31% | Very High |
NAV History - SUNDARAM FOCUSED FUND - DIRECT GROWTH
FUND | SUNDARAM FOCUSED FUND - DIRECT GROWTH |
|---|---|
| NAV (Jul 04, 2025) | ₹181.24 |
| Class | Equity | Focused |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Ashwin Jain |
FUND | SUNDARAM FOCUSED FUND - DIRECT GROWTH |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹100 and Lump. ₹300 |
| Exit Load | 0.25% within 7 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM FOCUSED FUN... | 0.4% | 4.85% | 10.03% | 1.13% | 2.58% | 20.79% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
- Phone+91 22 67720555
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.51 Lakhs ₹
Min investment of ₹100 required
