Sundaram Focused Fund Direct-Growth

Q: What are the returns of Sundaram Focused Fund?

The Sundaram Focused Fund is a 12 yrs 8 m old fund and has delivered average annual returns of 14.58% since inception. Sundaram Focused Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception -3.25% 13.59% 19.93% 14.53% 14.58%

NAV as of Sep 08, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹175.7169-0.15% 1 day change	14.58% p.a.	App exclusive #NA View Ranked Funds	₹1,081 Cr

Historical NAV & returns

NAV: ₹175.7169 as on Sep 08, 2025

This fund Category average

Sundaram Focused Fund overview

Expense ratio	1.3% as on Aug 31, 2025
Exit load	0.25% Exit load of 0.25% if redeemed within 7 days.!
AUM (Fund size)	₹1,081 Cr
Lock-in Period	Nil
Age	12 yrs 8 m since Jan 01, 2013
Benchmark	NIFTY 500 TRI
Min. investment	SIP: ₹100 & Lumpsum: ₹300
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, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

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 Sep 09, 2025

Period	This fund	Category average
1 Month	0.79%	1.35%
3 Months	-0.15%	-0.81%
6 Months	8.77%	13.5%
1 Year	-3.25%	-2.24%
2 Years	12.65%	17.25%
3 Years	13.59%	18.31%
4 Years	11.15%	15.26%
5 Years	19.93%	23.5%
7 Years	14.92%	15.68%
10 Years	14.53%	15.55%

View returns in detail

Asset allocationas on May 31, 2025

Large Cap 71.81%

Mid Cap 7.11%

Small Cap 10.65%

Other Cap 0%

Top holdings

HDFC Bank Ltd.9.64%

ICICI Bank Ltd.9.38%

Bharti Airtel Ltd.6.01%

Kotak Mahindra Bank Ltd.4.75%

Top sectors

Financial 26.020000000000003%

Automobile 10.57%

Services 9.870000000000001%

Technology 8.75%

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 4.702069%

Cash/Net Current Assets 0.18164%

Other Holdings

Others 0.18%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Sundaram Focused Fund	N.A.	1,081 Cr	12 yrs 8 m	1.3%
ICICI Prudential India Opportunities Fund	N.A.	27,197 Cr	6 yrs 8 m	0.63%
ICICI Prudential Dividend Yield Equity Fund	N.A.	5,231 Cr	11 yrs 4 m	0.57%
ICICI Prudential Value Fund	N.A.	51,112 Cr	12 yrs 8 m	0.99%
SBI Contra Fund	N.A.	44,069 Cr	12 yrs 8 m	0.66%
ICICI Prudential India Equity FOF	N.A.	179 Cr	5 yrs 7 m	0.63%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Focused Fund	0.79%	8.77%	-3.25%	13.59%	19.93%	14.53%
ICICI Prudential India Opportunities Fund	0.74%	11.28%	0.81%	23.12%	31.83%	14.3%
ICICI Prudential Dividend Yield Equity Fund	1.65%	13.47%	1.74%	24.35%	30.63%	17.34%
ICICI Prudential Value Fund	0.87%	11.6%	1.33%	21.57%	26.98%	16.33%
SBI Contra Fund	1.5%	10.24%	-2.79%	20.29%	30.91%	17.18%
ICICI Prudential India Equity FOF	1.03%	12.11%	0.99%	20.64%	26.95%	12.34%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Focused Fund	11.8	0.84	0.63	1.06
ICICI Prudential India Opportunities Fund	11.66	0.82	1.32	2.62
ICICI Prudential Dividend Yield Equity Fund	12.34	0.86	1.32	2.17
ICICI Prudential Value Fund	11.41	0.8	1.22	2.21
SBI Contra Fund	12.26	0.88	1.09	1.78
ICICI Prudential India Equity FOF	11.94	0.87	1.11	1.89

View all Strategy funds

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

Alpha	0.7 vs. 5.1 Underperformed at beating benchmark
Sharpe	0.63 vs. 5.1 Poor risk-adjusted returns
Beta	0.84 vs. 0.8 More sensitive to market's ups & downs
Standard deviation	11.8 vs. 8.97 More volatile performance

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About this fund

About Sundaram Focused Fund

Sundaram Focused Fund Direct-Growth is a Strategy mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 12 yrs 8 m, having been launched on 01/01/2013. Sundaram Focused Fund Direct-Growth has ₹1,081 Crores worth of assets under management (AUM) as on 31/05/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Sundaram Focused Fund Direct-Growth as of 08/09/2025 is ₹175.72. The fund has an expense ratio of 1.3%, which is higher than what most other Strategy funds charge.

Sundaram Focused Fund Direct-Growth returns of last 1-year are -3.08%. Since launch, it has delivered 14.64% 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, Services, Technology, Healthcare 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., Kotak Mahindra Bank Ltd., Craftsman Automation Ltd..

...

Fund AUM	1,081 Cr as on May 31, 2025
Scheme document	View Scheme Document

Fund managers

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	31 view all schemes
Total AUM	69,421 Cr as on Jun 30, 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	1Y	5Y
Sundaram Small Cap Fund	N.A.	3,311 Cr	-1.94%	30.08%
Sundaram Mid Cap Fund	N.A.	12,344 Cr	1.05%	27.99%
Sundaram Infrastructure Advantage Fund	N.A.	952 Cr	-1.62%	27.88%
Sundaram Services Fund	N.A.	4,161 Cr	6.52%	26.17%
Sundaram Financial Services Opportunities Fund	N.A.	1,548 Cr	0.32%	23.67%
Sundaram Multi Cap Fund	N.A.	2,773 Cr	1.0%	23.56%

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 ₹175.7169 as of Sep 08, 2025.

What are the returns of this mutual fund scheme?

The Sundaram Focused Fund is a 12 yrs 8 m old fund and has delivered average annual returns of 14.58% since inception.

Sundaram Focused Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
-3.25%	13.59%	19.93%	14.53%	14.58%

How much does this mutual fund charge as expense ratio?

The Sundaram Focused Fund - Direct Growth has an expense ratio of 1.3%, 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 1,081 Cr as on May 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.	9.64%
ICICI Bank Ltd.	9.38%
Bharti Airtel Ltd.	6.01%
Kotak Mahindra Bank Ltd.	4.75%
Craftsman Automation Ltd.	4.65%
Infosys Ltd.	4.39%
TVS Motor Company Ltd.	4.27%
Dr. Reddy's Laboratories Ltd.	4.25%
Bharat Petroleum Corporation Ltd.	4.19%
Avenue Supermarts Ltd.	3.72%

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	26.020000000000003%
Automobile	10.57%
Services	9.870000000000001%
Technology	8.75%
Healthcare	7.3100000000000005%
Communication	6.01%
Insurance	5.859999999999999%
Energy	4.19%
Metals & Mining	3.38%
Construction	3.23%

What is risk level of Sundaram Focused Fund?

This is a Strategy 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

App exclusive

in Strategy

#NA

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.