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Sundaram Focused Fund Direct Growth
+8.74%
3Y annualised
+1.04% 1D
NAV: 09 Oct '26
₹176.86
Min. for SIP
₹100
Fund size (AUM)
₹1,096.80 Cr
Expense ratio
1.35%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,262 | -1.23% | |
| 3 years | ₹1,80,000 | ₹1,85,971 | +3.32% | |
| 5 years | ₹3,00,000 | ₹3,62,695 | +20.90% | |
| 10 years | ₹6,00,000 | ₹11,43,404 | +90.57% |
Holdings (31)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Happy Forgings Ltd. | Materials | Equity | 8.08% |
| ICICI Bank Ltd | Financial | Equity | 7.10% |
| Repo | Unspecified | Repo | 6.84% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 6.63% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 6.19% |
| Bharti Airtel Ltd | Technology | Equity | 5.70% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 5.04% |
| HDFC Bank Ltd | Financial | Equity | 3.70% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 3.64% |
| SEDEMAC Mechatronics Ltd. | Industrials | Equity | 3.49% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 3.25% |
| City Union Bank Ltd | Financial | Equity | 3.22% |
| Infosys Ltd | Technology | Equity | 3.17% |
| Interglobe Aviation Ltd | Industrials | Equity | 3.16% |
| Triveni Turbine Ltd | Industrials | Equity | 3.12% |
| SBI Life Insurance Company Ltd | Financial | Equity | 2.86% |
| Info Edge (India) Ltd | Technology | Equity | 2.42% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 2.31% |
| Go Digit General Insurance Ltd. | Financial | Equity | 2.19% |
| Trent Ltd | Consumer Discretionary | Equity | 2.18% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 2.09% |
| Axis Bank Ltd | Financial | Equity | 2.04% |
| Dalmia Bharat Ltd | Materials | Equity | 2.04% |
| State Bank of India | Financial | Equity | 2.04% |
| PI Industries Ltd | Materials | Equity | 1.99% |
| Bank Of Baroda | Financial | Equity | 1.90% |
| HCL Technologies Ltd | Technology | Equity | 1.22% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.05% |
| Aavas Financiers Ltd | Financial | Equity | 0.84% |
| KEC International Ltd | Diversified | Equity | 0.67% |
| Net Payables | Unspecified | Net Payables | -0.17% |
See All
Minimum investments
Min. for 1st investment
₹300
Min. for 2nd investment
₹300
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.7% | +8.1% | +12.7% | +13.4% |
| Category average (Equity Flexi Cap) | +11.3% | +10.0% | +13.2% | +14.5% |
| Rank (Equity Flexi Cap) | 19 | 20 | 7 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.25% if redeemed within 7 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +7.75% | +17.78% | 2,952.99 | |
 | +9.51% | +17.59% | 1,588.12 | |
 | +2.70% | +14.46% | 5,748.73 | |
 | -4.25% | +13.97% | 1,13,606.46 | |
 | -7.78% | +8.90% | 19,384.81 | |
| Compare | ||||
Fund management
AJAshwin JainOct 2024 - PresentView details
AJ
Ashwin Jain
Oct 2024 - Present
View details
About Sundaram Focused Fund Direct Growth
Sundaram Focused Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Ashwin Jain is the Current Fund Manager of Sundaram Focused Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹83,817 Cr and the Latest NAV as of 09 Oct 2026 is ₹176.86.
The Sundaram Focused Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹300. Exit load of 0.25% if redeemed within 7 days.
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Investment Objective
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹83,817.48 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,