Sundaram Focused Fund - Growth - Regular Plan

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  • (-1.05%)Nav, as on 12-06-2025

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  • Net Change on 12-06-2025

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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 6.25 10.34 4.78 17.42 21.55 15.18
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 4.78 17.42 21.55 2.27 1,080.96
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 5.53 20.56 25.31 1.76 12,146.55
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 13.72 25.74 27.02 1.72 11,666.69
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 Unrated 7.98 18.55 26.08 1.84 8,552.88
Mirae Asset Focused Fund Regular Plan Growth May 14, 2019 Unrated 13.69 13.60 21.59 1.77 7,926.73
360 ONE Focused Equity Fund -Regular Plan - Growth Oct 30, 2014 4.18 20.97 24.69 1.80 7,400.21

Fund Holdings as on 31-May-2025

  • TREPS

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Bharti Airtel Ltd

  • Kotak Mahindra Bank Ltd

  • Infosys Ltd

  • TVS Motor Company Ltd

  • Dr. Reddys Laboratories Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Bharat Petroleum Corporation Ltd

  • Craftsman Automation Ltd

  • Happy Forgings Ltd

  • Tech Mahindra Ltd

  • Triveni Turbine Ltd

  • Info Edge (India) Ltd

  • Interglobe Aviation Ltd

  • Apollo Hospitals Enterprise Ltd

  • Avenue Supermarts Ltd

  • TATA Consumer Products Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Hindalco Industries Ltd

  • Bajaj Auto Ltd

  • HCL Technologies Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Insurance

  • Refineries

  • Auto Ancillary

  • Forgings

  • Engineering - Industrial Equipments

  • BPO/ITeS

  • Airlines

  • Hospital & Healthcare Services

  • Retailing

  • Tea/Coffee

  • Bank - Public

  • Metal - Non Ferrous

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Fund Manager

  • Cash

  • Equity

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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 ₹1,080.96 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 ₹-1.68(-1.05%)yesterday to ₹157.717.

Among its top 3 holdings the fund has exposure to TREPS, 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