How to Invest in Sundaram Focused Fund Direct Growth?

You can easily invest in Sundaram Focused Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Focused Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Focused Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Focused Fund Direct Growth provide?

The Sundaram Focused Fund Direct Growth has been there from 02 Jan 2013 and the average annual returns provided by this fund is -3.25% since its inception.

How much expense ratio is charged by Sundaram Focused Fund Direct Growth?

The term Expense Ratio used for Sundaram Focused Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Focused Fund Direct Growth is 1.19% as of 07 Feb 2023...

What is the AUM of Sundaram Focused Fund Direct Growth?

The AUM, short for Assets Under Management of Sundaram Focused Fund Direct Growth is ₹793.31Cr as of 07 Feb 2023.

How to Redeem Sundaram Focused Fund Direct Growth?

If you want to sell your Sundaram Focused Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Focused Fund Direct Growth?

You can select either SIP or Lumpsum investment of Sundaram Focused Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Focused Fund Direct Growth?

The NAV of Sundaram Focused Fund Direct Growth is ₹115.16 as of 06 Feb 2023.

What is the PE and PB ratio of Sundaram Focused Fund Direct Growth?

The PE ratio ratio of Sundaram Focused Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Focused Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

Sundaram Focused Fund Direct Growth
Equity
Focused
Very High Risk
15.76%
3Y annualised
-0.27% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 06 Feb 2023₹115.16
Min. SIP amount₹100
Rating4
Fund size₹793.31Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.3%15.8%13.1%13.9%
Category average-1.5%13.2%10.3%NA
Rank with in category491812NA
Understand terms
Holdings (30)NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.0%
Reliance Industries Ltd.EnergyEquity6.9%
Housing Development Finance Corporation Ltd.FinancialEquity6.8%
Infosys Ltd.TechnologyEquity6.0%
Canara BankFinancialEquity5.2%
State Bank of IndiaFinancialEquity4.4%
Larsen & Toubro Ltd.ConstructionEquity4.1%
Avenue Supermarts Ltd.ServicesEquity3.3%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))CommunicationPPE3.2%
Ashok Leyland Ltd.AutomobileEquity2.9%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Focused
Pros
Cons
3Y, 5Y and 10Y annualised returns higher than category average
1Y annualised returns lower than category average by 1.74%
Higher alpha: 2.05
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 
Lower expense ratio: 1.19%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
31 Dec 2022 - Present
1.19%
31 Dec 2022 - 31 Dec 2022
1.19%
30 Nov 2022 - 31 Dec 2022
1.18%
30 Nov 2022 - 30 Nov 2022
1.18%
30 Nov 2022 - 30 Nov 2022
1.18%
31 Oct 2022 - 30 Nov 2022
1.48%
31 Oct 2022 - 31 Oct 2022
1.48%
31 Oct 2022 - 31 Oct 2022
1.48%
30 Sep 2022 - 31 Oct 2022
1.48%
30 Sep 2022 - 30 Sep 2022
1.48%
30 Sep 2022 - 30 Sep 2022
1.48%
31 Aug 2022 - 30 Sep 2022
1.48%
31 Aug 2022 - 31 Aug 2022
1.48%
31 Jul 2022 - 31 Aug 2022
1.48%
31 Jul 2022 - 31 Jul 2022
1.48%
30 Jun 2022 - 31 Jul 2022
1.49%
30 Jun 2022 - 30 Jun 2022
1.49%
31 May 2022 - 30 Jun 2022
1.49%
31 May 2022 - 31 May 2022
1.49%
30 Apr 2022 - 31 May 2022
1.48%
30 Apr 2022 - 30 Apr 2022
1.48%
31 Mar 2022 - 30 Apr 2022
1.48%
31 Mar 2022 - 31 Mar 2022
1.48%
28 Feb 2022 - 31 Mar 2022
1.48%
28 Feb 2022 - 28 Feb 2022
1.48%
31 Jan 2022 - 28 Feb 2022
1.48%
31 Jan 2022 - 31 Jan 2022
1.48%
31 Dec 2021 - 31 Jan 2022
1.54%
Expense ratio, exit load and taxExpense ratio: 1.19%Inclusive of GST
Exit loadExit load of 0.25% if redeemed within 7 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹300
Min. for 2nd investment onwards₹300
Min. for SIP₹100
Fund managementRavi Gopalakrishnan
Oct 2019 - Present
View details
Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes
Sundaram Tax Savings Fund
Sundaram Small Cap Fund Regular IDCW
Sundaram Small Cap Fund Regular Growth
Principal Multi Cap Growth Fund - Half Yearly Dividend
Sundaram Multi Cap Fund Growth
Sundaram Aggressive Hybrid Fund Growth
Sundaram Aggressive Hybrid Fund IDCW Monthly
Sundaram Equity Savings Fund Growth
Sundaram Equity Savings Fund IDCW Half Yearly
Sundaram Equity Savings Fund IDCW Quarterly
Principal Personal Tax Saver Fund
Sundaram Dividend Yield Fund Growth
Sundaram Dividend Yield Fund IDCW Half Yearly
Principal Focused Multicap Fund - Half Yearly Dividend
Sundaram Focused Growth
Sundaram Large and Mid Cap Fund IDCW
Sundaram Large and Mid Cap Fund Growth
Principal Emerging Bluechip Fund Growth
Principal Emerging Bluechip Fund IDCW Half Yearly
Sundaram Small Cap Fund Institutional IDCW
Sundaram Balanced Advantage Fund Growth
Sundaram Balanced Advantage Fund IDCW Monthly
Principal Dividend Yield Fund Direct-Dividend Half Yearly
Principal Dividend Yield Fund Direct-Growth
Principal Emerging Bluechip Fund Direct IDCW Half Yearly
Principal Emerging Bluechip Fund Direct Growth
Principal Multi Cap Growth Fund - Direct - Half Yearly Dividend
Principal Multi Cap Growth Fund - Direct - Growth
Sundaram Focused Fund Direct Growth
Principal Focused Multicap Fund - Direct - Half Yearly Dividend
Sundaram Equity Savings Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Quarterly
Principal Equity Savings Fund - Direct - Growth
Principal Balanced Advantage Fund Direct-Growth
Principal Balanced Advantage Fund - Direct - Monthly Dividend
Sundaram Aggressive Hybrid Fund Direct Growth
Principal Hybrid Equity Fund - Direct - Monthly Dividend
Principal Personal Tax Saver Fund Direct
Sundaram Tax Savings Fund Direct
Sundaram Large and Mid Cap Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Small Cap Fund Direct IDCW
Sundaram Small Cap Fund Direct Growth
Principal Retirement Savings Fund Progressive Plan Direct Growth
Principal Retirement Savings Fund Progressive Plan Regular Growth
Principal Retirement Savings Fund Conservative Plan Direct Growth
Principal Retirement Savings Fund Conservative Plan Regular Growth
Principal Retirement Savings Fund Moderate Plan Direct Growth
Principal Retirement Savings Fund Moderate Plan Regular Growth
Principal Tax Savings Direct - Dividend Half Yearly
Principal Tax Savings Regular - Dividend Half Yearly
Sundaram Services Fund Direct Growth
Sundaram Services Fund Direct IDCW
Sundaram Services Fund Regular Growth
Sundaram Services Fund Regular IDCW
Principal Small Cap Fund Regular Growth
Principal Small Cap Fund Direct Growth
Principal Small Cap Fund Direct IDCW
Principal Midcap Fund Direct Growth
Principal Midcap Fund Regular Growth
Principal Midcap Fund Regular IDCW
Sundaram Large Cap Fund Regular Growth
Sundaram Large Cap Fund Regular IDCW
Sundaram Large Cap Fund Direct Growth
Sundaram Large Cap Fund Direct IDCW
Sundaram Flexi Cap Fund Regular Growth
Sundaram Flexi Cap Fund Regular IDCW
Sundaram Flexi Cap Fund Direct Growth
Sundaram Flexi Cap Fund Direct IDCW
Sudhir Kedia
May 2022 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Sundaram Tax Savings Fund
Sundaram Diversified Equity Fund IDCW
Sundaram Small Cap Fund Regular IDCW
Sundaram Small Cap Fund Regular Growth
Sundaram Equity Savings Fund Growth
Sundaram Equity Savings Fund IDCW Half Yearly
Sundaram Equity Savings Fund IDCW Quarterly
Principal Personal Tax Saver Fund
Sundaram Diversified Equity Fund Growth
Sundaram Small Cap Fund Institutional IDCW
Sundaram Equity Savings Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Quarterly
Principal Equity Savings Fund - Direct - Growth
Principal Personal Tax Saver Fund Direct
Sundaram Tax Savings Fund Direct
Sundaram Diversified Equity Fund Direct IDCW
Sundaram Diversified Equity Fund Direct Growth
Sundaram Small Cap Fund Direct IDCW
Sundaram Small Cap Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Regular Growth
Sundaram Long Term Tax Advantage Fund Series I Regular IDCW
Sundaram Long Term Tax Advantage Fund Series I Direct IDCW
Mirae Asset Hybrid Equity Fund Direct Growth
Mirae Asset Hybrid Equity Fund Direct IDCW
Mirae Asset Hybrid Equity Fund Regular Growth
Mirae Asset Hybrid Equity Fund Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct IDCW
Sundaram Select Micro Cap Series XIV Regular Growth
Sundaram Select Micro Cap Series XIV Regular IDCW
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XIV Direct IDCW
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Micro Cap Series XV Regular IDCW
Sundaram Select Micro Cap Series XV Regular Growth
Sundaram Select Micro Cap Series XV Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct IDCW
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVI Regular IDCW
Sundaram Select Micro Cap Series XVI Regular Growth
Sundaram Select Micro Cap Series XVI Direct IDCW
Principal Tax Savings Direct - Dividend Half Yearly
Principal Tax Savings Regular - Dividend Half Yearly
Sundaram Select Micro Cap Series XVII Regular Growth
Sundaram Select Micro Cap Series XVII Regular IDCW
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Select Micro Cap Series XVII Direct IDCW
Sundaram Long Term Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Tax Advantage Fund Series III Regular IDCW
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct IDCW
Sundaram Emerging Small Cap Series 1 Regular Growth
Sundaram Emerging Small Cap Series 1 Direct IDCW
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series 1 Regular IDCW
Sundaram Emerging Small Cap Series II Direct IDCW
Sundaram Emerging Small Cap Series II Regular IDCW
Sundaram Emerging Small Cap Series II Regular Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular IDCW
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct IDCW
Sundaram Emerging Small Cap Series III Regular IDCW
Sundaram Emerging Small Cap Series III Direct IDCW
Sundaram Emerging Small Cap Series III Regular Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Regular Growth
Sundaram Emerging Small Cap Series IV Regular IDCW
Sundaram Emerging Small Cap Series IV Direct IDCW
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct IDCW
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series I Regular IDCW
Sundaram Multi Cap Fund Series I Regular Growth
Sundaram Multi Cap Fund Series II Regular Growth
Sundaram Multi Cap Fund Series II Regular IDCW
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Regular Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series V Direct IDCW
Sundaram Emerging Small Cap Series VI Regular Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Emerging Small Cap Series VII Regular Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Emerging Small Cap Series VII Direct IDCW
Mirae Asset Equity Savings Fund Direct Growth
Mirae Asset Equity Savings Fund Direct IDCW
Mirae Asset Equity Savings Fund Regular Growth
Mirae Asset Equity Savings Fund Regular IDCW
Principal Midcap Fund Direct Growth
Principal Midcap Fund Regular Growth
Principal Midcap Fund Regular IDCW
Principal Large Cap Fund Regular Growth
Sundaram Large Cap Fund Regular Growth
Sundaram Large Cap Fund Regular IDCW
Sundaram Large Cap Fund Direct Growth
Sundaram Large Cap Fund Direct IDCW
Principal Large Cap Fund Direct Growth
Sundaram Focused IDCW Half Yearly
Sundaram Focused Growth
Sundaram Focused Fund Direct Growth
Sundaram Focused Fund Direct IDCW Half Yearly
Sundaram Multi Cap Fund IDCW Half Yearly
Sundaram Multi Cap Fund Growth
Sundaram Multi Cap Fund Direct IDCW Half Yearly
Sundaram Multi Cap Fund Direct Growth
Sundaram Flexi Cap Fund Regular Growth
Sundaram Flexi Cap Fund Regular IDCW
Sundaram Flexi Cap Fund Direct Growth
Sundaram Flexi Cap Fund Direct IDCW
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹43,436.25Cr
Date of Incorporation26 Feb 1996
 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. Dhimant Shah is the Current Fund Manager of Sundaram Focused Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹43,436 Cr and the Latest NAV as of 06 Feb 2023 is ₹115.16.
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.
;
Investment ObjectiveThe 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
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
[email protected]
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Focused Fund Direct Growth
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	1Y	3Y	5Y	All
Fund returns	-3.3%	15.8%	13.1%	13.9%
Category average	-1.5%	13.2%	10.3%	NA
Rank with in category	49	18	12	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	8.0%
Reliance Industries Ltd.	Energy	Equity	6.9%
Housing Development Finance Corporation Ltd.	Financial	Equity	6.8%
Infosys Ltd.	Technology	Equity	6.0%
Canara Bank	Financial	Equity	5.2%
State Bank of India	Financial	Equity	4.4%
Larsen & Toubro Ltd.	Construction	Equity	4.1%
Avenue Supermarts Ltd.	Services	Equity	3.3%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))	Communication	PPE	3.2%
Ashok Leyland Ltd.	Automobile	Equity	2.9%

Rank (total assets)	#17 in India
Total AUM	₹43,436.25Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY 500 Total Return Index

Vaishnavi Tech Park, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹300
Min. for 2nd investment onwards	₹300

Rating	4
Fund size	₹793.31Cr

Sundaram Focused Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (30)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.19%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Ravi GopalakrishnanOct 2019 - PresentView details

Sudhir KediaMay 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Ravi Gopalakrishnan
Oct 2019 - Present
View details

Sudhir Kedia
May 2022 - Present
View details