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Sundaram Focused Fund Direct Growth

Growth
177.820.97% (-1.75)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Mid-size Fund

Assets Under Mgmt: ₹ 1,112 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Mid-size Fund

Assets Under Mgmt: ₹ 1,112 Cr

Very High Risk

Principle investment will be at very high risk

Sundaram Focused Fund Performance & Key Metrics

Sundaram Focused Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.3041.02-0.05
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4145.930.06

Sundaram Focused Fund Scheme InfoSundaram Focused Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.25%
0.25% before 7D Nil after 7D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 300
Initial: ₹ 300 Incremental: ₹ 300
BenchmarkBenchmark
NIFTY 500 - TRI

About Focused Fund

About Focused Fund

Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.

Sundaram Focused Fund Peers

Sundaram Focused Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityFocused Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Focused Fund0.80%18.80%14.95%
SBI Focused Fund7.14%18.88%16.01%
HDFC Focused Fund9.88%27.37%16.18%
Axis Focused Fund5.96%14.16%14.50%

Sundaram Focused Fund Returns Comparison

Compare Sundaram Focused Fund with any MF, ETF, stock or index
Compare Sundaram Focused Fund with any MF, ETF, stock or index
Sundaram Focused Fund
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Sundaram Focused Fund Portfolio

Sundaram Focused Fund Asset Allocation

Sundaram Focused Fund Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

Jun 2025

ACTUAL
Cash & EquivalentsEquity6.13%93.87%

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

Sundaram Focused Fund Sector Distribution

Sundaram Focused Fund Sector Distribution

+14 moreTwo WheelersMiscellaneousTelecom ServicesIT Services & ConsultingPrivate Banks42.95 %6.10 %6.15 %6.23 %12.67 %25.90 %

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

Sundaram Focused Fund Sector Weightage

Sundaram Focused Fund Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25Jun 2513.65%14.41%14.22%25.42%25.66%25.90%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Sundaram Focused Fund Current Holdings

Sundaram Focused Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Sundaram Focused Fund

AMC Profile of Sundaram Focused Fund

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    39

  • Total AUM

    ₹ 71,627.93 Cr.

Sundaram Focused Fund Manager Details

Sundaram Focused Fund Manager Details

Sundaram Focused Fund Manager Profile

Sundaram Focused Fund Manager Profile

Ashwin Jain

AUM:  ₹4,583.76 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Qualification

B.E, PGDM

Past Experience

Data not available

Funds Managed (4)
2.14%
2.14%
17.09%
17.09%
0.64%
0.64%
0.85%
0.85%
15.56%
15.56%
1.91%
1.91%
-0.18%
-0.18%
17.58%
17.58%
2.27%
2.27%
0.80%
0.80%
18.80%
18.80%
1.30%
1.30%

Sundaram Focused Fund Manager Performance (0)

Sundaram Focused Fund Manager Performance (0)

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Sundaram Focused Fund Tax Implications

Sundaram Focused Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Sundaram Focused Fund Review & Opinions

Sundaram Focused Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Sundaram Focused Fund?

    The current NAV of Sundaram Focused Fund is ₹177.82, as of 11th July 2025.

  2. What are the returns of Sundaram Focused Fund?

    The Sundaram Focused Fund was launched on 1st January 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: 0.80%
    • 3 Year Returns: 18.80%
    • 5 Year Returns: 21.03%

  3. What are the top 5 sectoral holdings of Sundaram Focused Fund?

    The top sectors Sundaram Focused Fund has invested in are as follows:
    • Private Banks | 25.90%
    • IT Services & Consulting | 12.67%
    • Telecom Services | 6.23%
    • Miscellaneous | 6.15%
    • Two Wheelers | 6.10%
    This data is as on 11th July 2025.

  4. What are the top 5 holdings of Sundaram Focused Fund?

    The top 5 holdings for Sundaram Focused Fund are as follows:
    • HDFC Bank Ltd | 9.45%
    • ICICI Bank Ltd | 9.04%
    • Bharti Airtel Ltd | 6.23%
    • TREPS | 6.15%
    • Kotak Mahindra Bank Ltd | 5.13%
    This data is as on 11th July 2025.

  5. What is the asset allocation of Sundaram Focused Fund?

    The asset allocation for Sundaram Focused Fund is as follows:
    • Equity | 93.87%
    • Cash & Equivalents | 6.13%
    This data is as on 11th July 2025.

  6. What is the AUM of Sundaram Focused Fund?

    The AUM (i.e. assets under management) of Sundaram Focused Fund is ₹1112.64 Cr as of 11th July 2025.

  7. What is the expense ratio of Sundaram Focused Fund?

    The expense ratio of Sundaram Focused Fund Plan is 1.30 as of 11th July 2025.

  8. What is the alpha ratio of Sundaram Focused Fund?

    The alpha ratio for the Sundaram Focused Fund is 3.68

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of Sundaram Focused Fund?

    The volatility or standard deviation for the Sundaram Focused Fund is 13.68

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of Sundaram Focused Fund?

    The Sharpe ratio for the Sundaram Focused Fund is -0.05

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of Sundaram Focused Fund?

    The Sortino Ratio for the Sundaram Focused Fund is -0.01

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of Sundaram Focused Fund?

    The PE ratio of Sundaram Focused Fund is 41.02, while category PE ratio is 45.93.