Sundaram Focused Fund - Direct Plan

Equity Focused Direct
Regular
Direct

3 Year Absolute Returns

32.12% ↑

NAV (₹) on 21 Oct 2026

177.11

1 Day NAV Change

-0.89%

Risk Level

Very High Risk

Rating

★ ★ ★ ★ ☆

Sundaram Focused Fund - Direct Plan is a Equity mutual fund categorized under Largecap, offered by Sundaram Asset Management Company Ltd.. Launched on 01 Jan 2013, investors can start with a minimum ... Read more

NAV History

Fund Details

Min. SIP Amount
₹100
Inception Date
01 Jan 2013
Min. Lumpsum Amount
₹ 300
Fund Age
13 Yrs
AUM
₹ 1,031.55 Cr.
Benchmark
BSE 250 LargeMidCap Total Return
Expense Ratio
1.34%
Scheme Type
Open Ended
Exit Load
0.25%

Returns Calculator

Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.

Asset Allocation

AUM

₹ 1,031.55 Cr

Equity
95.58%
Money Market & Cash
4.65%

Sector Holdings

Sectors Weightage
Finance - Banks - Private Sector 21.56%
Forgings 7.36%
Auto - 2 & 3 Wheelers 6.67%
Engineering - General 6.13%
Finance - Banks - Public Sector 6.01%
Telecom Services 5.88%
Treps/Reverse Repo 4.65%
Auto Ancl - Equipment Others 4.20%
IT Consulting & Software 4.17%
Hospitals & Medical Services 3.56%
Retail - Departmental Stores 3.36%
Airlines 3.20%
Engineering - Heavy 3.10%
Finance - Life Insurance 2.96%
Internet & Catalogue Retail 2.39%
Finance - Non Life Insurance 2.35%
Tea & Coffee 2.25%
Agro Chemicals/Pesticides 2.07%
Cement 1.97%
Non-Banking Financial Company (NBFC) 1.94%
E-Commerce/E-Retail 1.92%
Hotels, Resorts & Restaurants 1.02%
Finance - Housing 0.86%
Power - Transmission/Equipment 0.65%

Stock Holdings

Name Weightage Value (in Cr.) Sector
Happy Forgings Ltd 7.36% ₹ 75.94 Forgings
ICICI Bank Ltd 6.87% ₹ 70.82 Finance - Banks - Private Sector
TVS Motor Company Ltd 6.67% ₹ 68.82 Auto - 2 & 3 Wheelers
Craftsman Automation Ltd 6.13% ₹ 63.21 Engineering - General
Bharti Airtel Ltd 5.88% ₹ 60.62 Telecom Services
Kotak Mahindra Bank Ltd 5.33% ₹ 54.99 Finance - Banks - Private Sector
TREPS 4.65% ₹ 47.92 Others
Sedemac Mechatronics Ltd 4.20% ₹ 43.29 Auto Ancl - Equipment Others
State Bank of India 3.96% ₹ 40.88 Finance - Banks - Public Sector
HDFC Bank Ltd 3.93% ₹ 40.57 Finance - Banks - Private Sector
Apollo Hospitals Enterprise Ltd 3.56% ₹ 36.68 Hospitals & Medical Services
City Union Bank Ltd 3.38% ₹ 34.82 Finance - Banks - Private Sector
Avenue Supermarts Ltd 3.36% ₹ 34.70 Retail - Departmental Stores
Interglobe Aviation Ltd 3.20% ₹ 33.03 Airlines
Triveni Turbine Ltd 3.10% ₹ 31.97 Engineering - Heavy
SBI Life Insurance Company Ltd 2.96% ₹ 30.54 Finance - Life Insurance
Infosys Ltd 2.96% ₹ 30.50 IT Consulting & Software
Info Edge (IndiLtd 2.39% ₹ 24.62 Internet & Catalogue Retail
Go Digit General Insurance Ltd 2.35% ₹ 24.26 Finance - Non Life Insurance
TATA Consumer Products Ltd 2.25% ₹ 23.22 Tea & Coffee
PI Industries Ltd 2.07% ₹ 21.30 Agro Chemicals/Pesticides
Bank of Baroda 2.05% ₹ 21.14 Finance - Banks - Public Sector
Axis Bank Ltd 2.05% ₹ 21.13 Finance - Banks - Private Sector
Dalmia Cement (Bharat) Ltd. 1.97% ₹ 20.28 Cement
Cholamandalam Investment and Finance Company Ltd 1.94% ₹ 20.01 Non-Banking Financial Company (NBFC)
Swiggy Ltd 1.92% ₹ 19.78 E-Commerce/E-Retail
HCL Technologies Ltd 1.21% ₹ 12.50 IT Consulting & Software
Jubilant Foodworks Ltd 1.02% ₹ 10.56 Hotels, Resorts & Restaurants
Aavas Financiers Ltd 0.86% ₹ 8.84 Finance - Housing
KEC International Ltd 0.65% ₹ 6.65 Power - Transmission/Equipment

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns 1.48% -2.06% -1.50% 9.73%
Category returns 1.63% -2.90% -1.65% 30.90%

Fund Objective

To provide capital appreciation and /or dividend distribution by predominantly investing in companies having a large market capitalization. For the purpose of this Fund, Large Cap Companies are ... Read more

AMC Details

Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Type
Pvt.Sector-Indian
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com

Top Funds from Equity - Focused

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Invesco India Focused Fund - Direct Plan
Diversified Direct
-0.03% 70.31% 86.11% ₹6,229 0.70%
Very High
Invesco India Focused Fund
Diversified Regular
-1.27% 63.83% 73.55% ₹6,229 1.94%
Very High
ICICI Prudential Focused Fund - Direct Plan
Diversified Direct
-4.76% 55.21% 88.12% ₹17,168 1.14%
Very High
ITI Focused Fund - Direct Plan
Diversified Direct
-1.62% 50.34% 0.00% ₹607 0.91%
Very High
ICICI Prudential Focused Fund
Diversified Regular
-5.78% 50.02% 77.23% ₹17,168 2.15%
Very High
SBI Focused Fund - Direct Plan
MidsmallCap Direct
6.67% 50.00% 63.05% ₹50,180 0.84%
Very High
SBI Focused Fund - Direct Plan
MidsmallCap Direct
6.67% 50.00% 63.04% ₹50,180 0.84%
Very High
SBI Focused Fund - Direct Plan
MidsmallCap Direct
6.67% 50.00% 63.04% ₹50,180 0.84%
Very High
Bandhan Focused Fund - Direct Plan
Diversified Direct
-2.44% 49.40% 65.96% ₹2,087 0.98%
Very High
HDFC Focused Fund - Direct Plan
Sector Direct
-6.22% 49.07% 100.88% ₹26,553 0.82%
Very High

Top Funds from Sundaram Asset Management Company Ltd.

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Sundaram Global Brand Theme - Equity Active FOF - Direct...
International/ Global Direct
15.24% 72.29% 76.32% ₹169 1.37%
Very High
Sundaram Global Brand Theme - Equity Active FOF
International/ Global Regular
14.15% 67.52% 67.61% ₹169 2.29%
Very High
Sundaram Global Brand Theme - Equity Active FOF - Direct...
International/ Global Direct
8.74% 62.59% 66.35% ₹169 1.37%
Very High
Sundaram Global Brand Theme - Equity Active FOF - Direct...
International/ Global Direct
8.74% 62.59% 66.35% ₹169 1.37%
Very High
Sundaram Global Brand Theme - Equity Active FOF
International/ Global Regular
7.69% 58.03% 58.11% ₹169 2.29%
Very High
Sundaram Global Brand Theme - Equity Active FOF
International/ Global Regular
7.69% 58.03% 58.11% ₹169 2.29%
Very High
Sundaram Mid Cap Fund - Direct Plan
MidsmallCap Direct
-3.00% 54.90% 99.60% ₹13,854 1.05%
Very High
Sundaram Mid Cap Fund
MidsmallCap Regular
-3.80% 51.08% 91.29% ₹13,854 1.86%
Very High
Sundaram Small Cap Fund - Direct Plan
MidsmallCap Direct
6.30% 46.90% 95.71% ₹4,107 0.98%
Very High
Sundaram Infrastructure Advantage Fund - Direct Plan
Sector Direct
-2.95% 45.59% 87.18% ₹922 1.81%
Very High

FAQs

What is the current NAV of Sundaram Focused Fund - Direct Plan Growth?

The current Net Asset Value (NAV) of Sundaram Focused Fund - Direct Plan Growth is ₹177.11 as of 21 Oct 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Sundaram Focused Fund - Direct Plan Growth?

The Assets Under Management (AUM) of Sundaram Focused Fund - Direct Plan Growth is ₹1,031.55 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Sundaram Focused Fund - Direct Plan Growth?

Sundaram Focused Fund - Direct Plan Growth has delivered returns of -2.06% (1 Year), 9.73% (3 Year), 8.09% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Sundaram Focused Fund - Direct Plan Growth?

Sundaram Focused Fund - Direct Plan Growth has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Sundaram Focused Fund - Direct Plan Growth?

The minimum lumpsum investment required for Sundaram Focused Fund - Direct Plan Growth is ₹300. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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