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Sundaram Focused Growth
Equity
Flexi Cap
Very High Risk
+14.15%
3Y annualised
+0.20% 1D
NAV: 20 Feb '26
₹160.23
Min. for SIP
Not Supported
Fund size
₹1,055.78 Cr
Expense ratio
2.26%
Holdings (31)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.25% |
| ICICI Bank Ltd. | Financial | Equity | 6.88% |
| Bharti Airtel Ltd. | Communication | Equity | 6.43% |
| TVS Motor Company Ltd. | Automobile | Equity | 5.84% |
| Craftsman Automation Ltd. | Automobile | Equity | 5.24% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 5.10% |
| Infosys Ltd. | Technology | Equity | 4.77% |
| Happy Forgings Ltd. | Metals & Mining | Equity | 3.91% |
| Tech Mahindra Ltd. | Technology | Equity | 3.71% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 3.41% |
| Avenue Supermarts Ltd. | Services | Equity | 3.35% |
| City Union Bank Ltd. | Financial | Equity | 3.30% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 3.09% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.96% |
| Interglobe Aviation Ltd. | Services | Equity | 2.89% |
| Triveni Turbine Ltd. | Construction | Equity | 2.82% |
| PI Industries Ltd. | Chemicals | Equity | 2.79% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 2.63% |
| Info Edge (India) Ltd. | Services | Equity | 2.39% |
| Axis Bank Ltd. | Financial | Equity | 2.24% |
| State Bank of India | Financial | Equity | 2.15% |
| Mankind Pharma Ltd. | Healthcare | Equity | 2.03% |
| Trent Ltd. | Services | Equity | 1.98% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.98% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 1.94% |
| Go Digit General Insurance Ltd. | Insurance | Equity | 1.93% |
| HCL Technologies Ltd. | Technology | Equity | 1.63% |
| KEC International Ltd. | Capital Goods | Equity | 1.56% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.68% |
| Aavas Financiers Ltd. | Financial | Equity | 0.21% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.06% |
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
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.2% | +11.9% | +14.8% | +14.7% |
| Category average (Equity Flexi Cap) | +16.0% | +15.6% | +13.5% | -- |
| Rank (Equity Flexi Cap) | 55 | 39 | -- | -- |
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%.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Flexi Cap Fund Growth | +15.91% | +22.16% | 97,451.56 | |
Invesco India Flexi Cap Fund Growth | +9.78% | +20.07% | 4,584.14 | |
Parag Parikh Flexi Cap Fund Growth | +7.45% | +20.04% | 1,33,969.81 | |
HSBC Flexi Cap Fund Growth | +12.86% | +18.79% | 5,317.76 | |
Franklin India Flexi Cap Fund Growth | +10.57% | +18.71% | 19,528.04 | |
| Compare | ||||
Fund management
AJAshwin JainOct 2024 - PresentView details
AJ
Ashwin Jain
Oct 2024 - Present
View details
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 ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹160.23.
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.
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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₹75,674.20 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,