Sundaram Focused Fund - Growth - Regular Plan

Other Plans and Options
  • 0.98 %Nav, as on 11-11-2025

  • Previous Nav

  • Net Change on 11-11-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 0.29 2.70 0.30 12.98 16.98 14.89
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 0.30 12.98 16.98 2.27 1,096.58
SBI Focused Fund - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 11.60 16.65 18.49 1.56 40,823.77
HDFC Focused Fund - GROWTH Sep 17, 2004 8.28 21.38 27.08 1.62 25,140.43
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 11.08 22.21 24.69 1.71 13,470.73
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 4.31 15.93 21.47 1.76 12,668.75
Axis Focused Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 4.98 11.40 11.37 1.75 12,580.86

Fund Holdings as on 30-September-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • TREPS

  • Bharti Airtel Ltd

  • TVS Motor Company Ltd

  • Kotak Mahindra Bank Ltd

  • Craftsman Automation Ltd

  • Bharat Petroleum Corporation Ltd

  • Infosys Ltd

  • Avenue Supermarts Ltd

  • Happy Forgings Ltd

  • Interglobe Aviation Ltd

  • Apollo Hospitals Enterprise Ltd

  • SBI Life Insurance Company Ltd

  • Tech Mahindra Ltd

  • PI Industries Ltd

  • Triveni Turbine Ltd

  • Info Edge (India) Ltd

  • Amber Enterprises India Ltd

  • TATA Consumer Products Ltd

  • City Union Bank Ltd

  • KEC International Ltd

  • Dr. Reddys Laboratories Ltd

  • Cash and Other Net Current Assets

  • Bajaj Auto Ltd

  • HCL Technologies Ltd

  • ICICI Lombard General Insurance Company Ltd

  • TVS Motor Company Ltd 6.00% (Preference Share) 01-Sep-2026**

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  • Bank - Private

  • IT - Software

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Retailing

  • Insurance

  • Miscellaneous

  • Auto Ancillary

  • Refineries

  • Forgings

  • Hospital & Healthcare Services

  • Airlines

  • Pesticides & Agrochemicals

  • Engineering - Industrial Equipments

  • Tea/Coffee

  • BPO/ITeS

  • Air Conditioners

  • Household & Personal Products

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Finance - Housing

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

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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 ₹1,072.73 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 up ₹1.58(0.98%)yesterday to ₹162.4121.

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

The Sundaram Focused Fund is managed by Ashwin Jain .

Fund House Contact

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

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