Sundaram Focused Fund Direct Growth
Get the latest NAV of Sundaram Focused Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹170.23
1D
NAV as on 13 May 2025
14.77%/per year
Since Inception
▲▼
285 people have invested ₹ 3.3L in Sundaram Focused Fund Direct Growth in the last three months
Sundaram Focused Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (13-May-25)
The fund has outperformed the benchmark (Nifty 500) over 3Y, but underperformed over 1Y, 5Y.
INDmoney Rank
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IND ranking is not available for this fund.
Sundaram Focused Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Focused Fund Asset Allocation
See fund asset allocation details as on (15-Apr-25)
Fund Distribution
as on (15-Apr-25)
Equity 91.4%
Debt & Cash 8.6%
Sundaram Focused Fund Sector Allocation
See fund sector allocation details as on (15-Apr-25)
Sector Allocation
Equity 91.4%
Debt & Cash 8.6%
Top 3 Sectors in March were Financial Services, Corporate & Consumer Cyclical
Financial Services
35%
Industrial
15%
Consumer Cyclical
10%
Financial Services
36%
Corporate
25%
Consumer Cyclical
13%
Sundaram Focused Fund Holdings Details
as on (30-Apr-25)
Equity
Sundaram Focused Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.42% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1058 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹300/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 48.01% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Sundaram Focused Fund
Sundaram Focused Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by S. Bharath, Ashwin Jain. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Focused Fund Direct Growth has ₹1058 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 1.4.
Returns
Sundaram Focused Fund Direct Growth has given a CAGR return of 14.77% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.55%, 18.39% and 22.64% respectively.
Holdings
Sundaram Focused Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Tech, Communication, Health, Consumer Defensive, Energy, Basic Materials. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Bharti Airtel Ltd, Kotak Mahindra Bank Ltd, Infosys Ltd
Taxation
As it is a focused fund mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Focused Fund Direct Growth
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 300.00 and for SIP is INR 100.00. Sundaram Focused Fund Direct Growth has no lock in period.
Fund Manager
S. Bharath
Fund Manager of Sundaram Focused Fund Direct Growth, since 1 July 2024
Ashwin Jain
Fund Manager of Sundaram Focused Fund Direct Growth, since 21 October 2024
- AUM of the fund stands at 1K Cr as of Mar'25
- AUM increased by 36.7 Cr between Mar'25 and Feb'25
More funds from Sundaram
5Y CAGR
▲ 31.24
5Y CAGR
▲ 31.90
5Y CAGR
▲ 35.70
5Y CAGR
▲ 30.01
Compare Sundaram Focused Fund
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Frequently Asked Questions for Sundaram Focused Fund Direct Growth
What is the current NAV of Sundaram Focused Fund Direct Growth?
What are the average returns of Sundaram Focused Fund Direct Growth?
Sundaram Focused Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.57% | 6.57% |
6 Month Returns | -1.44% | -1.44% |
1 Year Returns | 7.55% | 7.55% |
3 Years Returns | 65.94% | 18.39% |
How do I invest in Sundaram Focused Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Sundaram Focused Fund Direct Growth?
What is net assets under management (AUM) of Sundaram Focused Fund Direct Growth?
What are the top 5 holdings of Sundaram Focused Fund Direct Growth?
What are the top 3 sectors that this Sundaram Focused Fund Direct Growth has invested in?
What is the alpha of Sundaram Focused Fund Direct Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Focused Fund Direct Growth | -1.54 | -0.23 | -0.75 |
What is the beta of Sundaram Focused Fund Direct Growth??
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Focused Fund Direct Growth | 0.75 | 0.88 | 0.93 |
What is the sharpe ratio of Sundaram Focused Fund Direct Growth?
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Focused Fund Direct Growth | -0.1 | 0.56 | 1.06 |
What is the standard deviation of Sundaram Focused Fund Direct Growth?
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Focused Fund Direct Growth | 12.99 | 13.66 | 14.26 |