RG
Ravi GopalakrishnanFund Manager Since 11 Oct 2019
EquityFocused Fund
Sundaram Focused Fund- Direct Plan - Growth Option
3Y Annualised
18.58%
-0.06% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.07%
-0.06% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 1 months
NIFTY 50
4 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹1080.96 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹300
Exit load
0.0025%
0.25% for redemptions within 7 days from the date of allotment
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal Focused Direct Payout of Income Distribution cum capital withdrawal
16.08%
2nd
Motilal Oswal Focused Direct Reinvestment of Income Distribution cum capital withdrawal
16.08%
3rd
Motilal Oswal Focused Direct Growth
16.08%
4th
Motilal Oswal Focused Regular Growth
15.96%
5th
Motilal Oswal Focused Regular Payout of Income Distribution cum capital withdrawal
15.96%
145th
Sundaram Focused Fund- Direct Plan - Growth Option
6.07%
Fund Managers
RB
Rahul BaijalFund Manager Since 1 Jan 2022
About Sundaram Focused Fund- Direct Plan - Growth Option
Sundaram Focused Fund- Direct Plan - Growth Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Sundaram Focused Fund- Direct Plan - Growth Option has ₹1080.96 Cr worth of assets under management (AUM) as of Wed Jun 11 2025. The latest Net Asset Value (NAV) of Sundaram Focused Fund- Direct Plan - Growth Option as of Tue Jun 10 2025 is ₹175.89. The fund has an expense ratio of 1.3%, which is medium comparable to most other Equity funds.
Sundaram Focused Fund- Direct Plan - Growth Option returns for the last 1 year are 5.47%. Since launch, it has delivered 14.97% average annual returns.
The Sundaram Focused Fund- Direct Plan - Growth Option has the majority of its money invested in Financial Services, Communication Services, Technology, Consumer Cyclical, Healthcare, Energy sectors.
Top 5 Holdings of Sundaram Focused Fund- Direct Plan - Growth Option.
- HDFC Bank Ltd: 9.90%
- ICICI Bank Ltd: 9.31%
- Bharti Airtel Ltd: 5.92%
- Kotak Mahindra Bank Ltd: 5.06%
- Infosys Ltd: 4.62%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| customer@principalindia.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East) |
Tax Implications of Sundaram Focused Fund- Direct Plan - Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Sundaram Asset Management Company Ltd
Sundaram Aggressive Hybrid Fund Direct Plan Growth
AllocationAggressive Allocation
3Y CAGR
17.02%
expense ratio
0.70%
fund size
₹6146.43 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
3Y CAGR
7.41%
expense ratio
0.23%
fund size
₹2225.22 Cr
Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
18.58%
expense ratio
1.30%
fund size
₹1080.96 Cr
Sundaram Banking & PSU Fund Growth
Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.41%
fund size
₹471.42 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
7.67%
expense ratio
0.41%
fund size
₹471.42 Cr
FAQs
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How to Redeem Sundaram Focused Fund- Direct Plan - Growth Option?
Can I invest in SIP and a Lump Sum of Sundaram Focused Fund- Direct Plan - Growth Option?
