RG
Ravi GopalakrishnanFund Manager Since 11 Oct 2019
EquityFocused Fund
Sundaram Focused Fund- Direct Plan - Growth Option
3Y Annualised
14.63%
1.09% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
5.08%
1.09% 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
5 years 1 months
NIFTY 50
6 years
FD
9 years 7 months
Fund info
Fund size
₹947.70 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
Invesco India Focused Fund Direct Growth
10.24%
2nd
Invesco India Focused Fund Regular Growth
10.06%
3rd
L&T Focused Equity Fund Direct Reinvestment of Income Dis cum Cap Wrdl
9.37%
4th
L&T Focused Equity Fund Direct Payout of Income Dis cum Cap Wrdl
9.37%
5th
L&T Focused Equity Fund Direct Growth
9.36%
113rd
Sundaram Focused Fund- Direct Plan - Growth Option
5.08%
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 13 years, having been launched on 2013-01-01. Sundaram Focused Fund- Direct Plan - Growth Option has ₹947.70 Cr worth of assets under management (AUM) as of Sun Apr 19 2026. The latest Net Asset Value (NAV) of Sundaram Focused Fund- Direct Plan - Growth Option as of Fri Apr 17 2026 is ₹174.023. The fund has an expense ratio of 1.22%, which is medium comparable to most other Equity funds.
Sundaram Focused Fund- Direct Plan - Growth Option returns for the last 1 year are 4.28%. Since launch, it has delivered 13.86% average annual returns.
The Sundaram Focused Fund- Direct Plan - Growth Option has the majority of its money invested in Financial Services, Communication Services, Consumer Cyclical, Industrials, Technology, Consumer Defensive, Healthcare sectors.
Top 5 Holdings of Sundaram Focused Fund- Direct Plan - Growth Option.
- HDFC Bank Ltd: 8.11%
- ICICI Bank Ltd: 6.82%
- Bharti Airtel Ltd: 6.49%
- TVS Motor Co Ltd: 5.95%
- Craftsman Automation Ltd: 5.57%
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
13.54%
expense ratio
0.75%
fund size
₹7653.49 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
3Y CAGR
7.34%
expense ratio
0.24%
fund size
₹1454.24 Cr
Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
14.63%
expense ratio
1.22%
fund size
₹947.70 Cr
Sundaram Banking & PSU Fund Growth
Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.44%
fund size
₹272.43 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
7.11%
expense ratio
0.44%
fund size
₹272.43 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
