Sundaram Focused Fund - Growth - Regular Plan

Other Plans and Options
  • 0.54 %Nav, as on 04-08-2025

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  • Net Change on 04-08-2025

  • 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 -2.59 3.97 -2.20 14.65 19.25 15.04
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 -2.20 14.65 19.25 2.26 1,112.64
SBI Focused Fund - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 2.96 14.90 19.42 1.55 38,610.43
HDFC Focused Fund - GROWTH Sep 17, 2004 5.44 22.86 27.98 1.65 20,868.27
Axis Focused Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 1.19 9.58 13.85 1.73 13,024.65
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 -1.47 17.10 24.24 1.76 12,536.45
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 3.06 21.96 24.33 1.71 12,243.51

Fund Holdings as on 30-June-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Bharti Airtel Ltd

  • TREPS

  • Kotak Mahindra Bank Ltd

  • Infosys Ltd

  • ICICI Lombard General Insurance Company Ltd

  • TVS Motor Company Ltd

  • Dr. Reddys Laboratories Ltd

  • Bharat Petroleum Corporation Ltd

  • Craftsman Automation Ltd

  • Tech Mahindra Ltd

  • Happy Forgings Ltd

  • Triveni Turbine Ltd

  • Interglobe Aviation Ltd

  • Info Edge (India) Ltd

  • Avenue Supermarts Ltd

  • Apollo Hospitals Enterprise Ltd

  • TATA Consumer Products Ltd

  • City Union Bank Ltd

  • Amber Enterprises India Ltd

  • KEC International Ltd

  • Blue Star Ltd

  • PI Industries Ltd

  • Bajaj Auto Ltd

  • HCL Technologies Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Telecommunication - Service Provider

  • Miscellaneous

  • Automobile Two & Three Wheelers

  • Insurance

  • Pharmaceuticals & Drugs

  • Refineries

  • Air Conditioners

  • Auto Ancillary

  • Forgings

  • Engineering - Industrial Equipments

  • Airlines

  • BPO/ITeS

  • Retailing

  • Hospital & Healthcare Services

  • Tea/Coffee

  • Engineering - Construction

  • Pesticides & Agrochemicals

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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 ₹1,112.64 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 ₹0.85(0.54%)yesterday to ₹159.4997.

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