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Sundaram Focused Fund
3 Year Absolute Returns
32.28% ↑
NAV (₹) on 08 Jun 2026
152.26
1 Day NAV Change
-0.93%
Risk Level
Very High Risk
Rating
Sundaram Focused Fund is a Equity mutual fund categorized under Largecap, offered by Sundaram Asset Management Company Ltd.. Launched on 11 Nov 2005, investors can start with a minimum SIP of ₹100 or ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
11 Nov 2005
Min. Lumpsum Amount
₹ 300
Fund Age
20 Yrs
AUM
₹ 1,019.95 Cr.
Benchmark
BSE 250 LargeMidCap Total Return
Expense Ratio
2.24%
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
₹ 1,019.95 Cr
Equity
370.52%
Money Market & Cash
29.81%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 24.75% |
| IT Consulting & Software | 7.99% |
| Treps/Reverse Repo | 7.07% |
| Telecom Services | 6.38% |
| Auto - 2 & 3 Wheelers | 5.74% |
| Engineering - General | 5.70% |
| Forgings | 4.86% |
| Retail - Departmental Stores | 4.10% |
| Hospitals & Medical Services | 3.36% |
| Engineering - Heavy | 3.33% |
| Finance - Life Insurance | 3.21% |
| Airlines | 2.79% |
| Agro Chemicals/Pesticides | 2.76% |
| Tea & Coffee | 2.74% |
| Auto Ancl - Equipment Others | 2.24% |
| Retail - Apparel/Accessories | 2.24% |
| Pharmaceuticals | 2.22% |
| Finance - Banks - Public Sector | 2.21% |
| Internet & Catalogue Retail | 1.93% |
| Finance - Non Life Insurance | 1.90% |
| Power - Transmission/Equipment | 1.35% |
| Hotels, Resorts & Restaurants | 1.08% |
| Finance - Housing | 0.21% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| HDFC Bank Ltd | 7.95% | ₹ 81.10 | Finance - Banks - Private Sector |
| TREPS | 7.07% | ₹ 72.14 | Others |
| ICICI Bank Ltd | 6.64% | ₹ 67.70 | Finance - Banks - Private Sector |
| Bharti Airtel Ltd | 6.38% | ₹ 65.09 | Telecom Services |
| TVS Motor Company Ltd | 5.74% | ₹ 58.54 | Auto - 2 & 3 Wheelers |
| Craftsman Automation Ltd | 5.70% | ₹ 58.18 | Engineering - General |
| Kotak Mahindra Bank Ltd | 4.96% | ₹ 50.55 | Finance - Banks - Private Sector |
| Happy Forgings Ltd | 4.86% | ₹ 49.52 | Forgings |
| Avenue Supermarts Ltd | 4.10% | ₹ 41.86 | Retail - Departmental Stores |
| Infosys Ltd | 3.55% | ₹ 36.26 | IT Consulting & Software |
| Apollo Hospitals Enterprise Ltd | 3.36% | ₹ 34.30 | Hospitals & Medical Services |
| Triveni Turbine Ltd | 3.33% | ₹ 33.97 | Engineering - Heavy |
| Tech Mahindra Ltd | 3.25% | ₹ 33.15 | IT Consulting & Software |
| SBI Life Insurance Company Ltd | 3.21% | ₹ 32.74 | Finance - Life Insurance |
| City Union Bank Ltd | 3.06% | ₹ 31.20 | Finance - Banks - Private Sector |
| Interglobe Aviation Ltd | 2.79% | ₹ 28.46 | Airlines |
| PI Industries Ltd | 2.76% | ₹ 28.17 | Agro Chemicals/Pesticides |
| TATA Consumer Products Ltd | 2.74% | ₹ 27.99 | Tea & Coffee |
| Trent Ltd | 2.24% | ₹ 22.89 | Retail - Apparel/Accessories |
| Sedemac Mechatronics Ltd | 2.24% | ₹ 22.81 | Auto Ancl - Equipment Others |
| Mankind Pharma Ltd | 2.22% | ₹ 22.69 | Pharmaceuticals |
| State Bank of India | 2.21% | ₹ 22.51 | Finance - Banks - Public Sector |
| Axis Bank Ltd | 2.14% | ₹ 21.86 | Finance - Banks - Private Sector |
| Info Edge (IndiLtd | 1.93% | ₹ 19.64 | Internet & Catalogue Retail |
| Go Digit General Insurance Ltd | 1.90% | ₹ 19.37 | Finance - Non Life Insurance |
| KEC International Ltd | 1.35% | ₹ 13.82 | Power - Transmission/Equipment |
| HCL Technologies Ltd | 1.19% | ₹ 12.19 | IT Consulting & Software |
| Jubilant Foodworks Ltd | 1.08% | ₹ 11.06 | Hotels, Resorts & Restaurants |
| Aavas Financiers Ltd | 0.21% | ₹ 2.11 | Finance - Housing |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -3.91% | -3.92% | 0.12% | 9.77% |
| Category returns | -0.71% | -0.57% | 6.12% | 43.78% |
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
Mr. Dwijendra Srivastava
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
Top Funds from Equity - Focused
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Motilal Oswal Focused Fund
Diversified
Regular
|
₹45.90 | 4.78% | 32.67% | 45.52% | ₹1,509 | 2.13% |
Very High
|
|
Tata Focused Fund
Diversified
Regular
|
₹21.25 | -7.14% | 31.87% | 59.47% | ₹1,745 | 2.07% |
Very High
|
|
Tata Focused Fund
Diversified
Regular
|
₹21.25 | -7.14% | 31.87% | 59.47% | ₹1,745 | 2.07% |
Very High
|
|
Franklin India Focused Equity Fund
MidsmallCap
Regular
|
₹96.38 | -10.32% | 31.22% | 63.22% | ₹11,488 | 1.74% |
Very High
|
|
UTI Focused Fund
Diversified
Regular
|
₹14.33 | -7.32% | 30.66% | 0.00% | ₹2,368 | 1.95% |
Very High
|
|
UTI Focused Fund
Diversified
Regular
|
₹14.33 | -7.32% | 30.66% | 0.00% | ₹2,368 | 1.95% |
Very High
|
|
UTI Focused Fund
Diversified
Regular
|
₹14.33 | -7.32% | 30.66% | 0.00% | ₹2,368 | 1.95% |
Very High
|
|
Canara Robeco Focused Fund - Direct Plan
Diversified
Direct
|
₹17.78 | -10.25% | 30.64% | 69.33% | ₹2,683 | 0.59% |
Very High
|
|
Canara Robeco Focused Fund - Direct Plan
Diversified
Direct
|
₹17.78 | -10.25% | 30.64% | 69.33% | ₹2,683 | 0.59% |
Very High
|
|
Baroda BNP Paribas Focused Fund
Diversified
Regular
|
₹20.20 | -8.07% | 29.34% | 55.28% | ₹655 | 2.42% |
Very High
|
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹34.64 | -1.78% | 31.45% | 37.70% | ₹3,563 | 1.90% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹34.64 | -1.78% | 31.45% | 37.70% | ₹3,563 | 1.90% |
Very High
|
|
Sundaram Consumption Fund
Sector
Regular
|
₹86.30 | -11.44% | 31.08% | 62.87% | ₹1,428 | 2.14% |
Very High
|
|
Sundaram Flexicap Fund
Diversified
Regular
|
₹13.69 | -6.35% | 30.67% | 0.00% | ₹2,004 | 2.03% |
Very High
|
|
Sundaram Balanced Advantage Fund - Direct Plan
Hybrid
Direct
|
₹40.07 | -2.58% | 30.40% | 51.62% | ₹1,658 | 0.67% |
Moderately High
|
|
Sundaram Aggressive Hybrid Fund
Hybrid
Regular
|
₹152.43 | -5.34% | 30.00% | 52.38% | ₹8,484 | 2.24% |
High
|
|
Sundaram ELSS Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹486.22 | -9.81% | 29.86% | 61.91% | ₹1,296 | 1.64% |
Very High
|
|
Sundaram Large Cap Fund - Direct Plan
Diversified
Direct
|
₹21.33 | -5.99% | 29.58% | 58.95% | ₹3,063 | 0.72% |
Very High
|
|
Sundaram Value Fund - Direct Plan
ELSS
Direct
|
₹215.95 | -6.73% | 28.22% | 60.00% | ₹1,323 | 1.65% |
Very High
|
|
Sundaram Equity Savings Fund (Growth Accum)
Hybrid
Regular
|
₹69.29 | -1.52% | 28.09% | 50.99% | ₹1,079 | 2.51% |
Moderate
|
FAQs
What is the current NAV of Sundaram Focused Fund Regular Growth?
The current Net Asset Value (NAV) of Sundaram Focused Fund Regular Growth is ₹152.26 as of 08 Jun 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 Regular Growth?
The Assets Under Management (AUM) of Sundaram Focused Fund Regular Growth is ₹1,019.95 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 Regular Growth?
Sundaram Focused Fund Regular Growth has delivered returns of -3.92% (1 Year), 9.77% (3 Year), 9.16% (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 Regular Growth?
Sundaram Focused Fund Regular 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 Regular Growth?
The minimum lumpsum investment required for Sundaram Focused Fund Regular 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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ஜிஎஸ்டி இல்லாமல் தங்கம் வாங்க முடியுமா? இத்தன நாளா இது தெரியாம பணத்த வேஸ்ட் பண்ணிட்டமே..!! -
கட்டு கட்டாக பணத்துடன் காத்திருக்கும் முதலீட்டாளர்கள்: எலான் மஸ்கின் SpaceX IPO வெளியீடு எப்போது? -
₹10,000 முதலீடு: தங்கத்தில் லாபம் பார்க்க இதுதான் பெஸ்ட் வழி! -
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H1B விசா விவகாரத்தில் டிரம்புக்கு கொட்டு வைத்த நீதிமன்றம்!! இந்திய ஐடி ஊழியர்கள் கொண்டாட்டம்!! -
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