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Sundaram Focused Fund Direct Growth
+14.02%
3Y annualised
+1.01% 1D
NAV: 10 Apr '26
₹170.87
Min. for SIP
₹100
Fund size (AUM)
₹947.70 Cr
Expense ratio
1.26%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,607 | -2.32% | |
| 3 years | ₹1,80,000 | ₹1,92,443 | +6.91% | |
| 5 years | ₹3,00,000 | ₹3,73,205 | +24.40% | |
| 10 years | ₹6,00,000 | ₹11,90,258 | +98.38% |
Holdings (29)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.84% |
| ICICI Bank Ltd. | Financial | Equity | 7.00% |
| TVS Motor Company Ltd. | Automobile | Equity | 6.14% |
| Bharti Airtel Ltd. | Communication | Equity | 6.14% |
| Craftsman Automation Ltd. | Automobile | Equity | 5.40% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 5.19% |
| Happy Forgings Ltd. | Metals & Mining | Equity | 4.75% |
| Infosys Ltd. | Technology | Equity | 3.78% |
| Avenue Supermarts Ltd. | Services | Equity | 3.50% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 3.47% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 3.33% |
| City Union Bank Ltd. | Financial | Equity | 3.10% |
| Interglobe Aviation Ltd. | Services | Equity | 3.03% |
| Tech Mahindra Ltd. | Technology | Equity | 2.89% |
| Triveni Turbine Ltd. | Construction | Equity | 2.75% |
| PI Industries Ltd. | Chemicals | Equity | 2.72% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 2.64% |
| State Bank of India | Financial | Equity | 2.40% |
| Axis Bank Ltd. | Financial | Equity | 2.26% |
| Mankind Pharma Ltd. | Healthcare | Equity | 2.15% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 2.11% |
| Trent Ltd. | Services | Equity | 2.04% |
| Go Digit General Insurance Ltd. | Insurance | Equity | 1.99% |
| Info Edge (India) Ltd. | Services | Equity | 1.97% |
| KEC International Ltd. | Capital Goods | Equity | 1.37% |
| HCL Technologies Ltd. | Technology | Equity | 1.34% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.81% |
| Aavas Financiers Ltd. | Financial | Equity | 0.19% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.07% |
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 | +14.0% | +12.3% | +14.7% | +13.7% |
| Category average (Equity Flexi Cap) | +16.0% | +15.6% | +13.5% | -- |
| Rank (Equity Flexi Cap) | 54 | 38 | -- | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ITI Flexi Cap Fund Direct Growth | +17.21% | +22.10% | 1,133.99 | |
HDFC Flexi Cap Direct Plan Growth | +11.27% | +20.94% | 91,334.91 | |
Invesco India Flexi Cap Fund Direct Growth | +10.75% | +20.83% | 4,202.43 | |
Parag Parikh Flexi Cap Fund Direct Growth | +8.20% | +18.62% | 1,34,253.17 | |
Franklin India Flexi Cap Fund Direct Growth | +7.75% | +17.71% | 19,597.86 | |
| 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 ₹76,017 Cr and the Latest NAV as of 10 Apr 2026 is ₹170.87.
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₹76,017.50 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,