Sundaram Focused Fund - Growth - Regular Plan

Other Plans and Options
  • 0.7 %Nav, as on 12-12-2025

  • Previous Nav

  • Net Change on 12-12-2025

  • 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 -0.57 0.75 -2.14 12.76 15.33 14.86
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 -2.14 12.76 15.33 2.26 1,102.59
SBI Focused Fund - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 12.09 17.49 17.17 1.53 42,773.28
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 11.28 22.39 22.39 1.70 14,146.34
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 2.29 14.89 19.33 1.76 12,815.07
Axis Focused Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated -0.31 11.01 9.10 1.74 12,445.38
Nippon India Focused Fund -Growth Plan -Growth Option Dec 26, 2006 Unrated 5.25 13.66 18.35 1.83 8,886.79

Fund Holdings as on 30-November-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Bharti Airtel Ltd

  • TVS Motor Company Ltd

  • Kotak Mahindra Bank Ltd

  • Craftsman Automation Ltd

  • Infosys Ltd

  • Bharat Petroleum Corporation Ltd

  • Happy Forgings Ltd

  • Avenue Supermarts Ltd

  • Interglobe Aviation Ltd

  • SBI Life Insurance Company Ltd

  • Tech Mahindra Ltd

  • Apollo Hospitals Enterprise Ltd

  • Triveni Turbine Ltd

  • PI Industries Ltd

  • City Union Bank Ltd

  • TATA Consumer Products Ltd

  • Info Edge (India) Ltd

  • Amber Enterprises India Ltd

  • Go Digit General Insurance Ltd

  • Axis Bank Ltd

  • Colgate Palmolive (India) Ltd

  • Dr. Reddys Laboratories Ltd

  • Bajaj Auto Ltd

  • Trent Ltd

  • KEC International Ltd

  • HCL Technologies Ltd

  • TREPS

  • Whirlpool of India Ltd

  • Cash and Other Net Current Assets

  • Aavas Financiers 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

  • Auto Ancillary

  • Refineries

  • Forgings

  • Airlines

  • Hospital & Healthcare Services

  • Engineering - Industrial Equipments

  • Pesticides & Agrochemicals

  • Tea/Coffee

  • BPO/ITeS

  • Air Conditioners

  • Miscellaneous

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Consumer Durables - Domestic Appliances

  • 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 ₹1,102.59 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 ₹1.12(0.7%)yesterday to ₹161.9148.

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