
S
Sundaram Focused Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 04 Mar 2026
171.8192
1 Day NAV Change (₹)
-2.60594
Morningstar
3
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 41.86 L
12.54%
Total Investment
₹ 30,00,000
Returns
₹ 11,86,385 (39.55%)
Maturity Value
₹ 41,86,385
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
Sorry, No Data Available at this Moment!
*The above returns are absolute.
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹1,055.78 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 183.7521
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 300.00
AUM (in Cr.)
₹ 1,055.78
Expense Ratio
1.22%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 156.7190
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
Nifty 500 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- 0.25% For Redemption Within 7 Days From The Date Of Allotment
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
Ashwin Jain
Qualification
BE., PGDM
Fund Objective
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Sundaram Mutual Fund
Funds Managed
33
Assets Managed (₹ Cr)
₹ 75,715.44
Contact Details
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Open NFOs
View AllSorry, No Data Available at this Moment!
Explore Mutual Funds by Type
Popular Funds
Popular Schemes
View All MF SchemesMutual Fund Calculators
View AllFAQs
When was Sundaram Focused Fund launched?
What is the current NAV of Sundaram Focused Fund?
What is the AUM of Sundaram Focused Fund?
What is the rate of return of Sundaram Focused Fund?
- In the past 1Y: 8.93%
- In the past 3Y: 15.10%
- In the past 5Y: 12.54%
What is the expense ratio of Sundaram Focused Fund?
What is exit load of Sundaram Focused Fund?
What is the portfolio of Sundaram Focused Fund?
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Sundaram Focused Fund?
Who is the fund manager Sundaram Focused Fund?
What is the minimum investment required in Sundaram Focused Fund?
How to invest in Sundaram Focused Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



