logo

Sundaram Focused Gr

0

0.00(0%)
NAV as of . Log in to view Live prices
Open Free Demat Account

By signing up I certify terms, conditions & privacy policy

Scheme Information

Logo

Sundaram Focused Gr

as of 06 Apr 2026, 05:01 AM

Scheme Asset Size₹1055.51 Cr
Expense Ratio2.26%
Cash Holding6.64567%
Fund TypeOpen-End
PlanGrowth
BenchmarkNifty 500 TR INR
Launch Date2005-11-11
Exit LoadExit load of 0.25% for investments if redeemed within 7 Days

SIP Calculator

12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return

Invested Amount

₹6,00,000

Est. Return

₹5,61,695

Total Value

₹11,61,695

Invested Amount
Estimated Return
Invest Now

Scheme Ratings

3

rated by Value Research

Scheme Riskometer

Your principal will be at Very High Risk

Investment Returns

Absolute Returns

CAGR

In the last 1 months -8.97%
In the last 3 months -11.14%
In the last 6 months -9.65%
In the last 1 Years -3.89%
In the last 3 Years 0.41%
In the last 5 Years 0.66%

Company Holdings

Company Name
Sector
Instrument
Assets
HDFC Bank LtdFinancial ServicesE8.84%
ICICI Bank LtdFinancial ServicesE7.00%
TVS Motor Co LtdConsumer CyclicalE6.14%
Bharti Airtel LtdCommunication ServicesE6.14%
Craftsman Automation LtdConsumer CyclicalE5.40%
Kotak Mahindra Bank LtdFinancial ServicesE5.19%
Happy Forgings LtdIndustrialsE4.75%
Infosys LtdTechnologyE3.78%
Avenue Supermarts LtdConsumer DefensiveE3.50%
SBI Life Insurance Co LtdFinancial ServicesE3.47%
Apollo Hospitals Enterprise LtdHealthcareE3.33%
City Union Bank LtdFinancial ServicesE3.10%
InterGlobe Aviation LtdIndustrialsE3.03%
Tech Mahindra LtdTechnologyE2.89%
Triveni Turbine LtdIndustrialsE2.75%
PI Industries LtdBasic MaterialsE2.72%
Tata Consumer Products LtdConsumer DefensiveE2.64%
State Bank of IndiaFinancial ServicesE2.40%
Axis Bank LtdFinancial ServicesE2.26%
Mankind Pharma LtdHealthcareE2.15%
Colgate-Palmolive (India) LtdConsumer DefensiveE2.11%
Trent LtdConsumer CyclicalE2.04%
Go Digit General Insurance LtdFinancial ServicesE1.99%
Info Edge (India) LtdCommunication ServicesE1.97%
KEC International LtdIndustrialsE1.37%
HCL Technologies LtdTechnologyE1.34%
Whirlpool of India LtdConsumer CyclicalE0.81%
AAVAS Financiers LtdFinancial ServicesE0.19%
Tvs Motor Company Limited-P0.07%
Treps-CR5.88%
Cash And Other Net Current Assets-CA0.77%
Amber Enterprises India Ltd Ordinary Shares-E-
Dr Reddy's Laboratories Ltd-E-

Sector Holding Analysis

Equity / Debt / Cash Split

Loading chart…

Equity

93.29%

Cash

6.65%

Equity sector allocation

Loading chart…

Basic Materials

2.72%

Communication Services

8.11%

Consumer Cyclical

14.39%

Consumer Defensive

8.25%

Financial Services

34.44%

Healthcare

5.48%

Industrials

11.89%

Technology

8.01%

Others

6.71%

Fund House Contact Details

Websitewww.sundarammutual.com
Phone+91 44 28583362/3367
Logo
Sundaram Asset Management Company Ltd

Asset Management Company

About Sundaram Focused Gr

Investment Objective of the Scheme

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

Key Features of The Fund

5-year return

+10.71%

Fund Manager

Ashwin Jain

Risk Profile

Very High Risk

Expense Ratio

2.26%

Fund Size

₹1055.51 Cr

Desktop BannerMobile Banner
Invest Anytime, Anywhere
Play StoreApp Store
Open Free Demat Account Online

By signing up I certify terms, conditions & privacy policy