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Sundaram Focused Fund - Direct Plan
3 Year Absolute Returns
12.32% ↑
NAV (₹) on 15 May 2026
40.24
1 Day NAV Change
0.35%
Risk Level
Very High Risk
Rating
Sundaram Focused Fund - Direct Plan is a Equity mutual fund categorized under Largecap, offered by Sundaram Asset Management Company Ltd.. Launched on 01 Jan 2013, investors can start with a minimum ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
01 Jan 2013
Min. Lumpsum Amount
₹ 300
Fund Age
13 Yrs
AUM
₹ 1,019.95 Cr.
Benchmark
BSE 250 LargeMidCap Total Return
Expense Ratio
1.29%
Scheme Type
Open Ended
Exit Load
0.25%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 1,019.95 Cr
Equity
370.52%
Money Market & Cash
29.81%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 24.75% |
| IT Consulting & Software | 7.99% |
| Treps/Reverse Repo | 7.07% |
| Telecom Services | 6.38% |
| Auto - 2 & 3 Wheelers | 5.74% |
| Engineering - General | 5.70% |
| Forgings | 4.86% |
| Retail - Departmental Stores | 4.10% |
| Hospitals & Medical Services | 3.36% |
| Engineering - Heavy | 3.33% |
| Finance - Life Insurance | 3.21% |
| Airlines | 2.79% |
| Agro Chemicals/Pesticides | 2.76% |
| Tea & Coffee | 2.74% |
| Auto Ancl - Equipment Others | 2.24% |
| Retail - Apparel/Accessories | 2.24% |
| Pharmaceuticals | 2.22% |
| Finance - Banks - Public Sector | 2.21% |
| Internet & Catalogue Retail | 1.93% |
| Finance - Non Life Insurance | 1.90% |
| Power - Transmission/Equipment | 1.35% |
| Hotels, Resorts & Restaurants | 1.08% |
| Finance - Housing | 0.21% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| HDFC Bank Ltd | 7.95% | ₹ 81.10 | Finance - Banks - Private Sector |
| TREPS | 7.07% | ₹ 72.14 | Others |
| ICICI Bank Ltd | 6.64% | ₹ 67.70 | Finance - Banks - Private Sector |
| Bharti Airtel Ltd | 6.38% | ₹ 65.09 | Telecom Services |
| TVS Motor Company Ltd | 5.74% | ₹ 58.54 | Auto - 2 & 3 Wheelers |
| Craftsman Automation Ltd | 5.70% | ₹ 58.18 | Engineering - General |
| Kotak Mahindra Bank Ltd | 4.96% | ₹ 50.55 | Finance - Banks - Private Sector |
| Happy Forgings Ltd | 4.86% | ₹ 49.52 | Forgings |
| Avenue Supermarts Ltd | 4.10% | ₹ 41.86 | Retail - Departmental Stores |
| Infosys Ltd | 3.55% | ₹ 36.26 | IT Consulting & Software |
| Apollo Hospitals Enterprise Ltd | 3.36% | ₹ 34.30 | Hospitals & Medical Services |
| Triveni Turbine Ltd | 3.33% | ₹ 33.97 | Engineering - Heavy |
| Tech Mahindra Ltd | 3.25% | ₹ 33.15 | IT Consulting & Software |
| SBI Life Insurance Company Ltd | 3.21% | ₹ 32.74 | Finance - Life Insurance |
| City Union Bank Ltd | 3.06% | ₹ 31.20 | Finance - Banks - Private Sector |
| Interglobe Aviation Ltd | 2.79% | ₹ 28.46 | Airlines |
| PI Industries Ltd | 2.76% | ₹ 28.17 | Agro Chemicals/Pesticides |
| TATA Consumer Products Ltd | 2.74% | ₹ 27.99 | Tea & Coffee |
| Sedemac Mechatronics Ltd | 2.24% | ₹ 22.81 | Auto Ancl - Equipment Others |
| Trent Ltd | 2.24% | ₹ 22.89 | Retail - Apparel/Accessories |
| Mankind Pharma Ltd | 2.22% | ₹ 22.69 | Pharmaceuticals |
| State Bank of India | 2.21% | ₹ 22.51 | Finance - Banks - Public Sector |
| Axis Bank Ltd | 2.14% | ₹ 21.86 | Finance - Banks - Private Sector |
| Info Edge (IndiLtd | 1.93% | ₹ 19.64 | Internet & Catalogue Retail |
| Go Digit General Insurance Ltd | 1.90% | ₹ 19.37 | Finance - Non Life Insurance |
| KEC International Ltd | 1.35% | ₹ 13.82 | Power - Transmission/Equipment |
| HCL Technologies Ltd | 1.19% | ₹ 12.19 | IT Consulting & Software |
| Jubilant Foodworks Ltd | 1.08% | ₹ 11.06 | Hotels, Resorts & Restaurants |
| Aavas Financiers Ltd | 0.21% | ₹ 2.11 | Finance - Housing |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -9.81% | -8.88% | -4.16% | 3.95% |
| Category returns | 1.37% | 2.71% | 11.68% | 49.44% |
Fund Objective
To provide capital appreciation and /or dividend distribution by predominantly investing in companies having a large market capitalization. For the purpose of this Fund, Large Cap Companies are ... Read more
AMC Details
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Mr. Dwijendra Srivastava
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
dhirent@sundarammutual.com
Top Funds from Equity - Focused
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Mahindra Manulife Focused Fund
Diversified
Regular
|
₹17.59 | -7.73% | 32.04% | 48.92% | ₹2,208 | 2.13% |
Very High
|
|
Mahindra Manulife Focused Fund
Diversified
Regular
|
₹17.59 | -7.73% | 32.04% | 48.92% | ₹2,208 | 2.13% |
Very High
|
|
Axis Focused Fund - Direct Plan
Diversified
Direct
|
₹59.10 | -5.86% | 31.66% | 41.12% | ₹10,794 | 0.75% |
Very High
|
|
Canara Robeco Focused Fund
Diversified
Regular
|
₹16.70 | -7.99% | 30.67% | 0.00% | ₹2,725 | 2.09% |
Very High
|
|
Canara Robeco Focused Fund
Diversified
Regular
|
₹16.70 | -7.99% | 30.67% | 0.00% | ₹2,725 | 2.09% |
Very High
|
|
ICICI Prudential Focused Equity Fund
Diversified
Regular
|
₹26.39 | -8.34% | 29.17% | 41.43% | ₹16,009 | 2.39% |
Very High
|
|
ICICI Prudential Focused Equity Fund
Diversified
Regular
|
₹26.39 | -8.34% | 29.17% | 41.43% | ₹16,009 | 2.39% |
Very High
|
|
Axis Focused Fund
Diversified
Regular
|
₹50.82 | -6.74% | 28.04% | 34.23% | ₹10,794 | 1.74% |
Very High
|
|
Mirae Asset Focused Fund - Direct Plan
MidsmallCap
Direct
|
₹25.14 | -8.10% | 25.27% | 55.35% | ₹6,596 | 1.36% |
Very High
|
|
Aditya Birla Sun Life Focused Fund - Direct Plan
Largecap
Direct
|
₹56.36 | -6.26% | 24.66% | 38.14% | ₹7,745 | 1.25% |
Very High
|
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Value Fund
ELSS
Regular
|
₹207.48 | -3.90% | 31.60% | 71.61% | ₹1,323 | 2.18% |
Very High
|
|
Sundaram Equity Savings Fund (Growth Accum)
Hybrid
Regular
|
₹70.05 | 0.68% | 31.21% | 58.02% | ₹1,079 | 2.51% |
Moderate
|
|
Sundaram Large Cap Fund
Diversified
Regular
|
₹19.99 | -5.30% | 29.07% | 62.70% | ₹3,063 | 1.94% |
Very High
|
|
Sundaram Balanced Advantage Fund
Hybrid
Regular
|
₹34.38 | -1.73% | 28.74% | 47.56% | ₹1,658 | 2.31% |
Moderately High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹81.26 | -6.90% | 25.14% | 46.92% | ₹2,807 | 1.79% |
Very High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹81.26 | -6.90% | 25.14% | 46.92% | ₹2,807 | 1.79% |
Very High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹81.26 | -6.90% | 25.14% | 46.92% | ₹2,807 | 1.79% |
Very High
|
|
Sundaram Banking & PSU Fund - Direct Plan
FRF-ST
Direct
|
₹21.90 | 9.39% | 24.96% | 32.40% | ₹278 | 0.27% |
Moderate
|
|
Sundaram Equity Savings Fund - Direct Plan
Hybrid
Direct
|
₹24.96 | 3.24% | 24.48% | 58.93% | ₹1,079 | 1.27% |
Moderate
|
|
Sundaram Equity Savings Fund - Direct Plan
Hybrid
Direct
|
₹24.96 | 3.24% | 24.48% | 58.93% | ₹1,079 | 1.27% |
Moderate
|
FAQs
What is the current NAV of Sundaram Focused Fund - Direct Plan IDCW?
The current Net Asset Value (NAV) of Sundaram Focused Fund - Direct Plan IDCW is ₹40.24 as of 15 May 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Sundaram Focused Fund - Direct Plan IDCW?
The Assets Under Management (AUM) of Sundaram Focused Fund - Direct Plan IDCW is ₹1,019.95 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Sundaram Focused Fund - Direct Plan IDCW?
Sundaram Focused Fund - Direct Plan IDCW has delivered returns of -8.88% (1 Year), 3.95% (3 Year), 3.41% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Sundaram Focused Fund - Direct Plan IDCW?
Sundaram Focused Fund - Direct Plan IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Sundaram Focused Fund - Direct Plan IDCW?
The minimum lumpsum investment required for Sundaram Focused Fund - Direct Plan IDCW is ₹300. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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