Sundaram Focused Fund- Direct Plan - Growth Option: NAV, Returns, Calculator, Expense Ratio & Review

Sundaram Focused Fund- Direct Plan - Growth Option

Very High Risk

Equity

3 Star

NAV as of Aug 14, 2025

175.47

0.1%1D Change

Returns since inception

14.73%p.a.

Very High Risk

Equity

3 Star

NAV as of Aug 14, 2025

175.47

0.1%1D Change

Returns since inception

14.73%p.a.

Sundaram Focused Fund- Direct Plan - Growth Option

Very High Risk|Equity|3 Star
NAV as of Aug 14, 2025

175.47

0.1%1D

Returns since inception

14.73%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • Rating3 Star
  • Expense ratio1.29%
  • Exit Load0.25% within 7 days
  • AUM (Fund size)₹1,112.64 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 NameAssets (%)
HDFC Bank Ltd9.64%
ICICI Bank Ltd9.38%
Bharti Airtel Ltd6.01%
Kotak Mahindra Bank Ltd4.75%
Treps4.7%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
SBI Focused Fund Direct P...₹ 37,936 Cr
390.22
| 0.53%
Very High
ICICI Prudential Focused ...₹ 12,380 Cr
104.14
| -0.08%
Very High
Mirae Asset Focused Fund ...₹ 8,017 Cr
27.66
| 0.03%
Very High
Axis Focused Fund Direct ...₹ 12,585 Cr
63.33
| 0.21%
Very High

NAV History

FUND

Sundaram Focused Fund- Direct Plan - Growth Option

NAV (Aug 14, 2025)₹175.47
ClassEquity | Focused
Inception DateJan 01, 2013
Fund ManagerAshwin Jain

FUND

Sundaram Focused Fund- Direct Plan - Growth Option

Initial Price₹10
Min. Investment AmountSIP ₹100 and Lump. ₹300
Exit Load0.25% within 7 days

Returns

1W

1M

3M

6M

1Y

3Y

Sundaram Focused0.21%-1.36%2.61%6.35%-0.66%14.8%

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
Estimated value after 3 years

(as per historical returns)

2.28 Lakhs ₹
Min investment of ₹100 required