RG
Ravi GopalakrishnanFund Manager Since 11 Oct 2019
EquityFocused Fund
Sundaram Focused Fund- Direct Plan - Growth Option
3Y Annualised
9.64%
-3.12% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.89%
-3.12% 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
7 years 6 months
NIFTY 50
8 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹1007.19 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
L&T Focused Equity Fund Direct Reinvestment of Income Dis cum Cap Wrdl
9.37%
2nd
L&T Focused Equity Fund Direct Payout of Income Dis cum Cap Wrdl
9.37%
3rd
L&T Focused Equity Fund Direct Growth
9.36%
4th
L&T Focused Equity Fund Regular Growth
9.26%
5th
L&T Focused Equity Fund Regular Payout of Income Dis cum Cap Wrdl
9.25%
162nd
Sundaram Focused Fund- Direct Plan - Growth Option
-3.89%
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 ₹1007.19 Cr worth of assets under management (AUM) as of Tue Apr 08 2025. The latest Net Asset Value (NAV) of Sundaram Focused Fund- Direct Plan - Growth Option as of Mon Apr 07 2025 is ₹156.719. The fund has an expense ratio of 1.4%, which is medium comparable to most other Equity funds.
Sundaram Focused Fund- Direct Plan - Growth Option returns for the last 1 year are -1.74%. Since launch, it has delivered 14.12% average annual returns.
The Sundaram Focused Fund- Direct Plan - Growth Option has the majority of its money invested in Financial Services, Communication Services, Technology, Energy, Healthcare, Consumer Cyclical sectors.
Top 5 Holdings of Sundaram Focused Fund- Direct Plan - Growth Option.
- HDFC Bank Ltd: 9.46%
- ICICI Bank Ltd: 8.32%
- Bharti Airtel Ltd: 5.38%
- Infosys Ltd: 5.36%
- Reliance Industries Ltd: 5.24%
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
10.82%
expense ratio
0.08%
fund size
₹5236.37 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
3Y CAGR
7.09%
expense ratio
0.24%
fund size
₹2004.57 Cr
Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
9.64%
expense ratio
1.40%
fund size
₹1007.19 Cr
Sundaram Banking & PSU Fund Growth
Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.42%
fund size
₹350.02 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
6.54%
expense ratio
0.42%
fund size
₹350.02 Cr
FAQs
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