Sundaram Focused Growth

Equity
Flexi Cap
Very High Risk
12.83%
3Y annualised
-0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Sep 2025
₹158.71
Rating
2
Min. SIP amount
Not Supported
Fund size
₹1,099.54Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (25)

NameSectorInstrumentAssets
FinancialEquity9.64%
FinancialEquity9.38%
CommunicationEquity6.01%
FinancialEquity4.75%
AutomobileEquity4.65%
TechnologyEquity4.39%
AutomobileEquity4.27%
HealthcareEquity4.25%
EnergyEquity4.19%
ServicesEquity3.72%
Metals & MiningEquity3.38%
ServicesEquity3.24%
ConstructionEquity3.23%
ChemicalsEquity3.12%
HealthcareEquity3.06%
InsuranceEquity3.01%
TechnologyEquity3.00%
ServicesEquity2.91%
InsuranceEquity2.85%
Consumer DiscretionaryEquity2.48%
Consumer StaplesEquity2.39%
FinancialEquity2.25%
Capital GoodsEquity1.93%
AutomobileEquity1.65%
TechnologyEquity1.36%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-5.1%12.8%18.6%15.0%
Category average-3.4%15.6%19.3%NA
Rank with in category675430NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
3.4%22.6%3,667.72
5
4.9%22.0%80,642.30
5
6.6%20.8%1,13,280.87
4
-2.5%19.0%5,074.87
4
-2.9%17.9%18,987.94

Expense ratio, exit load and tax

Expense ratio: 2.27%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 7 days.

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
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,

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