Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
Equity
4 Star
NAV as of Jul 24, 2026
₹179.83
-0.39%1D Change
3Y returns
+35.96% ↑
Very High Risk
Equity
4 Star
NAV as of Jul 24, 2026
₹179.83
-0.39%1D Change
3Y returns
+35.96% ↑
Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk|Equity|4 Star
NAV as of Jul 24, 2026
₹179.83
-0.39%1D
3Y returns
+35.96% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating4 Star
- Expense ratio1.08%
- Exit Load0.25% within 7 days
- AUM (Fund size)₹1,053.04 Crore
- Lock-in periodNo Lock-in
- Age13 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 (%) |
|---|---|
| HDFC Bank Ltd | 7.96% |
| ICICI Bank Ltd | 7% |
| Treps | 6.37% |
| Bharti Airtel Ltd | 6.07% |
| TVS Motor Co Ltd | 5.51% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| SBI Focused Fund Direct P... | ₹ 47,274 Cr | ₹446.68 | -1.07% | Very High |
| Motilal Oswal Focused Dir... | ₹ 1,635 Cr | ₹58.19 | -0.93% | Very High |
| Kotak Focused Fund Direct... | ₹ 4,299 Cr | ₹30.00 | -0.25% | Very High |
| Aditya Birla Sun Life Foc... | ₹ 7,855 Cr | ₹164.25 | -0.08% | Very High |
NAV History - SUNDARAM FOCUSED FUND - DIRECT GROWTH
FUND | SUNDARAM FOCUSED FUND - DIRECT GROWTH |
|---|---|
| NAV (Jul 24, 2026) | ₹179.83 |
| Class | Equity | Focused |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Ashwin Jain, Shalav Saket |
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... | -1.09% | -0.44% | 5.31% | 3.53% | 0.75% | 10.45% |
Frequently Asked Questions
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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
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹63,507
Min investment of ₹100 required