Sundaram Focused Fund Direct-Growth

Q: What are the returns of Sundaram Focused Fund?

The Sundaram Focused Fund is a 12 yrs 3 m old fund and has delivered average annual returns of 14.78% since inception. Sundaram Focused Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 7.16% 14.47% 23.05% 14.0% 14.78%

NAV as of Apr 23, 2025	Returns since inception	ET Money Rank	VRO Ratings
₹170.4806+0.7% 1 day change	14.78% p.a.	#NA View Ranked Funds	3

Historical NAV & returns

NAV: ₹170.4806 as on Apr 23, 2025

This fund Category average

Sundaram Focused Fund overview

VRO rating	3
Expense ratio	1.42% as on Mar 31, 2025
Exit load	0.25% Exit load of 0.25% if redeemed within 7 days.!
AUM (Fund size)	₹1,044 Crs
Lock-in	No Lockin
Age	12 yrs 3 m since Jan 01, 2013
Benchmark	NIFTY 500 TRI
Min. investment	SIP ₹500 & Lump. ₹1000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Sundaram Focused Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Apr 24, 2025

Period	This fund	Category average
1 month	2.35%	3.09%
3 months	2.06%	4.02%
6 months	-4.74%	-2.92%
1 year	7.16%	9.77%
3 years	14.47%	17.3%
5 years	23.05%	24.72%
7 years	15.23%	14.66%
10 years	14.0%	14.38%

Asset allocationas on Mar 31, 2025

Large Cap 70.19116%

Mid Cap 6.983028000000001%

Small Cap 13.045812000000002%

Other Cap 0.0%

Top holdings

HDFC Bank Ltd.9.63%

ICICI Bank Ltd.8.99%

Bharti Airtel Ltd.5.73%

Reliance Industries Ltd.5.37%

Top sectors

Financial 27.780000000000005%

Automobile 9.14%

Technology 8.77%

Healthcare 7.7%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Repo 9.983398%

Other Holdings

Others 9.98%

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Sundaram Focused Fund	N.A.	₹1,044 Crs	12 yrs 3 m	1.42%
ICICI Prudential Focused Equity Fund	N.A.	₹10,484 Crs	12 yrs 3 m	0.67%
HDFC Focused 30 Fund	N.A.	₹17,227 Crs	12 yrs 3 m	0.81%
Tata Focused Equity Fund	N.A.	₹1,709 Crs	5 yrs 5 m	0.65%
Franklin India Focused Equity Fund	N.A.	₹11,396 Crs	12 yrs 3 m	1.07%
360 ONE Focused Equity Fund	N.A.	₹6,730 Crs	10 yrs 6 m	0.61%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Focused Fund	2.35%	-4.74%	7.16%	14.47%	23.05%	14.0%
ICICI Prudential Focused Equity Fund	4.39%	1.06%	17.97%	24.01%	30.33%	15.82%
HDFC Focused 30 Fund	3.42%	2.76%	18.97%	25.49%	32.76%	15.8%
Tata Focused Equity Fund	2.74%	-5.6%	9.61%	17.02%	26.09%	9.4%
Franklin India Focused Equity Fund	3.29%	-2.65%	8.65%	18.57%	27.95%	14.63%
360 ONE Focused Equity Fund	2.35%	-2.72%	8.08%	18.31%	26.85%	16.95%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Focused Fund	13.87	0.89	0.46	0.84
ICICI Prudential Focused Equity Fund	14.14	0.91	0.99	1.91
HDFC Focused 30 Fund	11.38	0.75	1.44	2.47
Tata Focused Equity Fund	14.56	0.94	0.58	1.04
Franklin India Focused Equity Fund	13.41	0.87	0.72	1.29
360 ONE Focused Equity Fund	13.87	0.9	0.68	1.21

View all Focused funds

Key risk & return ratios Compared to other funds in the category

Alpha	-0.65 vs. 5.04 Underperformed at beating benchmark
Sharpe	0.46 vs. 4.63 Poor risk-adjusted returns
Beta	0.89 vs. 0.95 Less sensitive to market ups & downs
Standard deviation	13.87 vs. 12.87 More volatile performance

Compare Sundaram Focused Fund in detail with

About this fund

About Sundaram Focused Fund

Sundaram Focused Fund Direct-Growth is a Focused mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 12 yrs 3 m, having been launched on 01/01/2013. Sundaram Focused Fund Direct-Growth has ₹1,044 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Sundaram Focused Fund Direct-Growth as of 23/04/2025 is ₹170.48. The fund has an expense ratio of 1.42%, which is higher than what most other Focused funds charge.

Sundaram Focused Fund Direct-Growth returns of last 1-year are 7.47%. Since launch, it has delivered 14.84% average annual returns. The fund has doubled the money invested in it every 5 yrs.
Sundaram Focused Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is below average.
The fund has the majority of its money invested in Financial, Automobile, Technology, Healthcare, Services sectors. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category.
The fund's top 5 holdings are in HDFC Bank Ltd., ICICI Bank Ltd., Bharti Airtel Ltd., Reliance Industries Ltd., Infosys Ltd..

...

Fund AUM	₹1,044 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Bharath S.

Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

Ashwin Jain

Mr. Jain is a B.E. and PGDM. Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.

Investment objective

The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.

Sundaram Mutual Fund details

No. of schemes	30 view all schemes
Total AUM	₹65,593 Crs as on Mar 31, 2025
Address	Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014
Phone	1860-425-7237

More funds from Sundaram Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Sundaram Small Cap Fund	N.A.	₹2,955 Crs	5.18%	35.04%
Sundaram Mid Cap Fund	N.A.	₹11,333 Crs	15.2%	31.31%
Sundaram Infrastructure Advantage Fund	N.A.	₹882 Crs	3.81%	31.25%
Sundaram Services Fund	N.A.	₹3,746 Crs	17.95%	30.14%
Sundaram Financial Services Opportunities Fund	N.A.	₹1,415 Crs	16.68%	28.49%
Sundaram Multi Cap Fund	N.A.	₹2,615 Crs	10.61%	26.79%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Sundaram Focused Fund?

The current Net Asset Value (NAV) of the Sundaram Focused Fund - Direct Growth plan is approximately ₹170.4806 as of Apr 23, 2025.

What are the returns of this mutual fund scheme?

The Sundaram Focused Fund is a 12 yrs 3 m old fund and has delivered average annual returns of 14.78% since inception.

Sundaram Focused Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
7.16%	14.47%	23.05%	14.0%	14.78%

How much does this mutual fund charge as expense ratio?

The Sundaram Focused Fund - Direct Growth has an expense ratio of 1.42%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Sundaram Focused Fund currently has assets under management (AUM) or fund size valued at approximately ₹1,044 Crs crore as of Mar 31, 2025.

What are the top stock holdings of Sundaram Focused Fund?

The Sundaram Focused Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
HDFC Bank Ltd.	9.63%
ICICI Bank Ltd.	8.99%
Bharti Airtel Ltd.	5.73%
Reliance Industries Ltd.	5.37%
Infosys Ltd.	4.81%
ICICI Lombard General Insurance Company Ltd.	4.2%
Dr. Reddy's Laboratories Ltd.	4.03%
Kotak Mahindra Bank Ltd.	3.97%
TVS Motor Company Ltd.	3.89%
Gland Pharma Ltd.	3.67%

What are the top sectors Sundaram Focused Fund has invested in?

The Sundaram Focused Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	27.780000000000005%
Automobile	9.14%
Technology	8.77%
Healthcare	7.7%
Services	6.25%
Construction	6.24%
Communication	5.73%
Energy	5.37%
Metals & Mining	4.800000000000001%
Insurance	4.2%

What is risk level of Sundaram Focused Fund?

This is a Focused fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Sundaram Focused Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Sundaram Focused Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Sundaram Focused Fund is complete.

How can I redeem my investments in Sundaram Focused Fund?

Redeeming your investments in Sundaram Focused Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Focused Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Focused

#NA

Return Outperformance: This fund has generated highest return amongst Focused funds in the last 10 Years.
Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
Exit Load: Exit load of 0.25% if redeemed within 7 days.