Sundaram Focused Fund - Growth - Regular Plan

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  • (-0.12%)Nav, as on 28-03-2025

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  • Net Change on 28-03-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option 1.47 -6.81 5.76 12.02 22.29 15.00
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option Nov 11, 2005 Unrated 5.76 12.02 22.29 2.28 1,007.19
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 12.38 12.51 22.18 1.59 32,929.18
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 16.44 23.60 32.73 1.68 15,515.87
Axis Focused Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 5.62 6.56 16.51 1.76 11,556.73
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 6.08 16.08 28.09 1.80 10,907.40
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 13.23 20.42 30.39 1.76 9,532.60

Fund Holdings as on 28-February-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Reliance Industries Ltd

  • IndusInd Bank Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Dr. Reddys Laboratories Ltd

  • Zomato Ltd

  • Gland Pharma Ltd

  • TVS Motor Company Ltd

  • Kotak Mahindra Bank Ltd

  • Craftsman Automation Ltd

  • Tech Mahindra Ltd

  • Info Edge (India) Ltd

  • Triveni Turbine Ltd

  • Larsen & Toubro Ltd

  • Happy Forgings Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth

  • Interglobe Aviation Ltd

  • TATA Consumer Products Ltd

  • TREPS

  • Axis Bank Ltd

  • Hindalco Industries Ltd

  • State Bank of India

  • Bajaj Auto Ltd

  • Thermax Ltd

  • HCL Technologies Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Refineries

  • Engineering - Industrial Equipments

  • Insurance

  • e-Commerce

  • Auto Ancillary

  • BPO/ITeS

  • Engineering - Construction

  • Forgings

  • Miscellaneous

  • Airlines

  • Tea/Coffee

  • Metal - Non Ferrous

  • Bank - Public

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Fund Manager

  • Cash

  • Equity

  • MFU

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About Sundaram Focused Fund

Scheme Analysis

Sundaram Focused Fund is a Equity - Focused Fund fund and belongs to Sundaram Mutual Fund. It was launched on 11-Nov-2005 and currently has an AUM of ₹1,007.19 crore. Sundaram Focused Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Sundaram Focused Fund ended down ₹-0.18(-0.12%)yesterday to ₹150.0723.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Focused Fund is managed by S. Bharath and Ashwin Jain.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156