Sundaram Focused Growth

Sundaram Focused Growth

Equity
Flexi Cap
Very High Risk
+14.09%
3Y annualised
+0.33% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jan '26
₹157.74
Min. SIP amount
Not Supported
Fund size
₹1,102.84 Cr
Expense ratio
2.26%

Holdings (30)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity9.45%
Bharti Airtel Ltd.CommunicationEquity6.59%
ICICI Bank Ltd.FinancialEquity6.52%
TVS Motor Company Ltd.AutomobileEquity5.65%
Craftsman Automation Ltd.AutomobileEquity5.28%
Kotak Mahindra Bank Ltd.FinancialEquity5.26%
Infosys Ltd.TechnologyEquity4.49%
Bharat Petroleum Corporation Ltd.EnergyEquity4.20%
Happy Forgings Ltd.Metals & MiningEquity4.10%
SBI Life Insurance Company Ltd.InsuranceEquity3.32%
Avenue Supermarts Ltd.ServicesEquity3.29%
Tech Mahindra Ltd.TechnologyEquity3.25%
City Union Bank Ltd.FinancialEquity3.05%
Triveni Turbine Ltd.ConstructionEquity2.89%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.87%
Interglobe Aviation Ltd.ServicesEquity2.76%
PI Industries Ltd.ChemicalsEquity2.71%
Tata Consumer Products Ltd.Consumer StaplesEquity2.64%
Info Edge (India) Ltd.ServicesEquity2.44%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.99%
Axis Bank Ltd.FinancialEquity1.98%
Go Digit General Insurance Ltd.InsuranceEquity1.94%
Dr. Reddy's Laboratories Ltd.HealthcareEquity1.94%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity1.86%
Trent Ltd.ServicesEquity1.82%
KEC International Ltd.Capital GoodsEquity1.65%
HCL Technologies Ltd.TechnologyEquity1.50%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.75%
Aavas Financiers Ltd.FinancialEquity0.20%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.06%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+14.1%+14.3%+13.9%+14.6%
Category average (Equity Flexi Cap)+16.0%+15.6%+13.5%--
Rank (Equity Flexi Cap)5532----

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

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Fund management

AJ
Ashwin Jain
Oct 2024 - Present
View details

Education
Mr. Jain is a B.E. and PGDM.
Experience
Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.

About Sundaram Focused Growth

Sundaram Focused 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 30 Jan 2026 is ₹157.74. The Sundaram Focused Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Exit load of 0.25% if redeemed within 7 days. ;

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₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,