RG
Ravi GopalakrishnanFund Manager Since 11 Oct 2019
EquityFocused Fund
Sundaram Focused Fund- Direct Plan - Growth Option
3Y Annualised
13.96%
0.70% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.71%
0.70% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 4 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹1043.92 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹300
Exit load
0.0025%
0.25% for redemptions within 7 days from the date of allotment
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Focused Equity Fund Direct Reinvestment of Income Dis cum Cap Wrdl
9.37%
2nd
L&T Focused Equity Fund Direct Payout of Income Dis cum Cap Wrdl
9.37%
3rd
L&T Focused Equity Fund Direct Growth
9.36%
4th
L&T Focused Equity Fund Regular Growth
9.26%
5th
L&T Focused Equity Fund Regular Payout of Income Dis cum Cap Wrdl
9.25%
114th
Sundaram Focused Fund- Direct Plan - Growth Option
3.71%
Fund Managers
RB
Rahul BaijalFund Manager Since 1 Jan 2022
About Sundaram Focused Fund- Direct Plan - Growth Option
Sundaram Focused Fund- Direct Plan - Growth Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Sundaram Focused Fund- Direct Plan - Growth Option has ₹1043.92 Cr worth of assets under management (AUM) as of Thu Apr 24 2025. The latest Net Asset Value (NAV) of Sundaram Focused Fund- Direct Plan - Growth Option as of Thu Apr 24 2025 is ₹170.3379. The fund has an expense ratio of 1.42%, which is medium comparable to most other Equity funds.
Sundaram Focused Fund- Direct Plan - Growth Option returns for the last 1 year are 7.47%. Since launch, it has delivered 14.85% average annual returns.
The Sundaram Focused Fund- Direct Plan - Growth Option has the majority of its money invested in Financial Services, Communication Services, Energy, Technology, Healthcare, Consumer Cyclical sectors.
Top 5 Holdings of Sundaram Focused Fund- Direct Plan - Growth Option.
- HDFC Bank Ltd: 9.63%
- ICICI Bank Ltd: 8.99%
- Bharti Airtel Ltd: 5.73%
- Reliance Industries Ltd: 5.37%
- Infosys Ltd: 4.81%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| customer@principalindia.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East) |
Tax Implications of Sundaram Focused Fund- Direct Plan - Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Sundaram Asset Management Company Ltd
Sundaram Aggressive Hybrid Fund Direct Plan Growth
AllocationAggressive Allocation
3Y CAGR
14.38%
expense ratio
0.80%
fund size
₹5618.99 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
3Y CAGR
7.17%
expense ratio
0.24%
fund size
₹1723.33 Cr
Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
13.96%
expense ratio
1.42%
fund size
₹1043.92 Cr
Sundaram Banking & PSU Fund Growth
Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.42%
fund size
₹352.67 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
7.06%
expense ratio
0.42%
fund size
₹352.67 Cr
FAQs
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