RG
Ravi GopalakrishnanFund Manager Since 11 Oct 2019
EquityFocused Fund
Sundaram Focused Fund Growth
3Y Annualised
12.26%
1.21% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
5.67%
1.21% 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 12 months
NIFTY 50
6 years 5 months
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
Quant Focused fund Growth Option Direct Plan
17.11%
2nd
Quant Focused fund Payout of Income Distribution cum capital withdrawal option Option Direct Plan
17.11%
3rd
Quant Focused fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan
17.11%
4th
Quant Focused fund Payout of Income Distribution cum capital withdrawal option
16.96%
5th
Quant Focused fund Reinvestment of Income Distribution cum capital withdrawal option
16.96%
166th
Sundaram Focused Fund Growth
5.67%
Fund Managers
RB
Rahul BaijalFund Manager Since 1 Jan 2022
About Sundaram Focused Fund Growth
Sundaram Focused Fund Growth is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 20 years, having been launched on 2005-11-11. Sundaram Focused Fund Growth has ₹947.70 Cr worth of assets under management (AUM) as of Fri May 08 2026. The latest Net Asset Value (NAV) of Sundaram Focused Fund Growth as of Thu May 07 2026 is ₹156.4196. The fund has an expense ratio of 2.3%, which is medium comparable to most other Equity funds.
Sundaram Focused Fund Growth returns for the last 1 year are 2.71%. Since launch, it has delivered 14.37% average annual returns.
The Sundaram Focused Fund Growth 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 Growth.
- 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 | 2005-11-11 |
| 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 Growth
| 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
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expense ratio
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fund size
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Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
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Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
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expense ratio
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fund size
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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
6.94%
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
