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Sundaram Focused Fund(G)

As on Mar-20-2026 change fund
146.45  up0.26 (0.18%)
BUY

fund objective

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2025-20262024-20252023-20242022-20232021-2022
NAV in Rs (as on 19-Mar)146.19150.05143.44104.89109.54
Net Assets(Rs Crores) (as on 19-Mar) 1055.51 1043.92 1033.49 771.81 694.19
Scheme Returns(%)(Absolute)-1.053.5636.25-5.2421.50
B'mark Returns(%)(Absolute)NANANANANA
Category Rank19/2821/2816/2822/278/28
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2025-20268.10-2.893.87NA
2024-202510.047.60-5.59-6.42
2023-202413.834.649.484.87
2022-2023-12.9111.553.35-4.63
2021-202212.108.981.56-0.71
Top 10 holdings
company (%)
HDFC Bank Ltd.8.84 
ICICI Bank Ltd.7.00 
TVS Motor Company Ltd.6.14 
Bharti Airtel Ltd.6.14 
Craftsman Automation Ltd.5.40 
Kotak Mahindra Bank Ltd.5.19 
Happy Forgings Ltd.4.75 
Infosys Ltd.3.78 
Avenue Supermarts Ltd.3.50 
SBI Life Insurance Company Ltd.3.47 

Category

Focused Fund

Launch Date

11-Nov-05

Scheme Benchmark

NA

AUM ( in Cr.)

1,055.51

portfolio price to book value

7.83

investing style?

Large Growth

fund manager?

Ashwin Jain

expense ratio %

2.26

Top 10 sectors
sectors (%)
Bank - Private26.38
IT - Software8.01
Automobile Two & Three Wheelers6.14
Telecommunication - Service Provider6.14
Retailing5.54
Insurance5.47
Auto Ancillary5.40
Forgings4.75
Hospital & Healthcare Services3.33
Airlines3.03

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
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performance comparison with similar schemes
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Focused Fund(G)Large-Growth 11-Nov-20051,055.51-1.0512.4910.4813.1614.09BUY
ICICI Pru Focused Equity Fund(G)Large-Growth 28-May-200915,145.405.0820.2016.7915.1113.66BUY
Invesco India Focused Fund-Reg(G)Large-Growth 29-Sep-20204,916.54-8.8419.5313.71NA16.90BUY
HDFC Focused Fund-Reg(G)Large-Growth 17-Sep-200427,136.202.4018.6519.4014.9615.35BUY
Mahindra Manulife Focused Fund-Reg(G)Large-Growth 17-Nov-20202,238.453.0617.6016.11NA18.97BUY
Bandhan Focused Fund-Reg(G)Large-Growth 16-Mar-20062,017.781.8117.5911.6912.8010.97BUY
SBI Focused Fund-Reg(G)Large-Growth 11-Oct-200443,310.549.1717.2713.4114.6518.02BUY
DSP Focused Fund-Reg(G)Large-Growth 10-Jun-20102,607.17-2.4416.8011.2412.0110.66BUY
Kotak Focused Fund-Reg(G)Large-Growth 16-Jul-20194,013.798.6116.0612.79NA14.42BUY
Aditya Birla SL Focused Fund(G)Large-Growth 24-Oct-20057,971.343.2215.7812.2212.8413.57BUY
Edelweiss Focused Fund-Reg(G)Large-Growth 01-Aug-20221,057.271.1815.38NANA12.42BUY
HSBC Focused Fund-Reg(G)Large-Growth 22-Jul-20201,693.165.0215.2911.97NA16.10BUY
Canara Rob Focused Fund-Reg(G)Large-Growth 17-May-20212,823.160.0615.09NANA13.13BUY
JM Focused Fund-Reg(G)Large-Growth 05-Mar-2008286.18-5.5414.6012.0213.183.17BUY
Franklin India Focused Equity Fund(G)Large-Growth 26-Jul-200712,129.35-1.1613.8313.0713.7612.97BUY
Nippon India Focused Fund(G)Large-Growth 26-Dec-20068,496.663.4113.6211.7314.2113.39BUY
Tata Focused Fund-Reg(G)Large-Growth 05-Dec-20191,807.750.4613.6011.88NA12.86BUY
UTI Focused Fund-Reg(G)Large-Growth 25-Aug-20212,510.57-0.8113.29NANA7.73BUY
360 ONE Focused Fund-Reg(G)Large-Growth 30-Oct-20146,837.07-2.6812.9812.2615.6113.57BUY
Quant Focused Fund(G)Large-Growth 01-Aug-2008826.63-2.5912.4511.2713.2212.19BUY
Union Focused Fund-Reg(G)Large-Growth 05-Aug-2019419.132.4412.2110.33NA14.05BUY
Baroda BNP Paribas Focused Fund-Reg(G)Large-Growth 06-Oct-2017674.97-1.0111.749.95NA8.26BUY
Axis Focused Fund-Reg(G)Large-Growth 29-Jun-201211,305.13-3.3810.755.1811.4912.21BUY
Motilal Oswal Focused Fund-Reg(G)Large-Growth 13-May-20131,454.197.819.596.6811.0411.53BUY
Mirae Asset Focused Fund-Reg(G)Large-Growth 14-May-20197,032.63-6.257.436.64NA11.96BUY
ITI Focused Fund-Reg(G)Large-Growth 19-Jun-2023567.105.67NANANA14.02BUY
Old Bridge Focused Fund-Reg(G)Large-Growth 24-Jan-20242,461.242.78NANANA6.62BUY
disclaimer

Finmoksha financial services, is an AMFI registered distributor with ARN No. 143367 through its proprietor Gopal Kumar Agrawal

The firm does not furnish any guaranties, warranties or representations, express or implied, on products offered through the Finmoksha platform. The firm accepts no liability for any damages or losses however caused, in connection with investments made through the platform. Terms and conditions of the platform are applicable at all times.

Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums (if any) issued thereto from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements, risk appetite and time horizon before choosing a scheme of mutual fund or any other investment.

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