| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 9.46% |
ICICI Bank Ltd. | Financial | Equity | 6.57% |
Bharti Airtel Ltd. | Communication | Equity | 6.46% |
TVS Motor Company Ltd. | Automobile | Equity | 5.36% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 5.06% |
Craftsman Automation Ltd. | Automobile | Equity | 4.61% |
Infosys Ltd. | Technology | Equity | 4.32% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 4.17% |
Happy Forgings Ltd. | Metals & Mining | Equity | 3.66% |
Avenue Supermarts Ltd. | Services | Equity | 3.63% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 3.21% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 3.15% |
Interglobe Aviation Ltd. | Services | Equity | 3.09% |
PI Industries Ltd. | Chemicals | Equity | 3.01% |
Tech Mahindra Ltd. | Technology | Equity | 2.92% |
Triveni Turbine Ltd. | Construction | Equity | 2.89% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 2.60% |
Info Edge (India) Ltd. | Services | Equity | 2.54% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 2.51% |
City Union Bank Ltd. | Financial | Equity | 2.41% |
Go Digit General Insurance Ltd. | Insurance | Equity | 2.03% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 2.02% |
Trent Ltd. | Services | Equity | 2.01% |
KEC International Ltd. | Capital Goods | Equity | 1.84% |
Bajaj Auto Ltd. | Automobile | Equity | 1.83% |
Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 1.83% |
HCL Technologies Ltd. | Technology | Equity | 1.43% |
Aavas Financiers Ltd. | Financial | Equity | 0.22% |
TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.06% |
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Average of the yearly returns of a mutual fund over a given period.
The total return of a mutual fund over a given period.
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 13.0% | 16.3% | 13.6% | 14.9% |
| Category average | 15.9% | 17.5% | 13.7% | NA |
| Rank with in category | 55 | 31 | NA | NA |
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Flexi Cap Fund Growth | 5 | 4.3% | 21.6% | 4,380.43 |
HDFC Flexi Cap Fund Growth | 5 | 10.3% | 21.1% | 91,041.00 |
Parag Parikh Flexi Cap Fund Growth | 5 | 8.6% | 20.9% | 1,25,799.63 |
HSBC Flexi Cap Fund Growth | 4 | 2.3% | 19.4% | 5,267.09 |
Franklin India Flexi Cap Fund Growth | 4 | 4.5% | 17.7% | 19,796.16 |
A 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.
A 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.
A 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.
A form of tax payable for the purchase or sale of an asset or security.
Inclusive of GST
Exit load of 0.25% if redeemed within 7 days.
0.005% (from July 1st, 2020)
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%.
| Rank (total assets) | #17 in India |
|---|---|
| Total AUM | ₹76,858.04Cr |
| Date of Incorporation | 26 Feb 1996 |
|---|
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. Dhimant Shah is the Current Fund Manager of Sundaram Focused Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,858 Cr and the Latest NAV as of 27 Nov 2025 is ₹163.53. 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. ;
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks. ;
| Fund benchmark | NIFTY 500 Total Return Index |
|---|