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Sundaram Focused Fund - Direct Plan
3 Year Absolute Returns
13.49% ↑
NAV (₹) on 02 Apr 2026
37.91
1 Day NAV Change
0.46%
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
₹ 1,055.51 Cr.
Benchmark
BSE 250 LargeMidCap Total Return
Expense Ratio
1.22%
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
₹ 1,055.51 Cr
Equity
182.93%
Money Market & Cash
17.13%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 26.39% |
| IT Consulting & Software | 8.01% |
| Auto - 2 & 3 Wheelers | 6.21% |
| Telecom Services | 6.14% |
| Treps/Reverse Repo | 5.88% |
| Engineering - General | 5.40% |
| Forgings | 4.75% |
| Retail - Departmental Stores | 3.50% |
| Finance - Life Insurance | 3.47% |
| Hospitals & Medical Services | 3.33% |
| Airlines | 3.03% |
| Engineering - Heavy | 2.75% |
| Agro Chemicals/Pesticides | 2.72% |
| Tea & Coffee | 2.64% |
| Finance - Banks - Public Sector | 2.40% |
| Pharmaceuticals | 2.15% |
| Personal Care | 2.11% |
| Retail - Apparel/Accessories | 2.04% |
| Finance - Non Life Insurance | 1.99% |
| Internet & Catalogue Retail | 1.97% |
| Power - Transmission/Equipment | 1.37% |
| Consumer Electronics | 0.81% |
| Cash | 0.74% |
| Finance - Housing | 0.19% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| HDFC Bank Ltd | 8.84% | ₹ 93.29 | Finance - Banks - Private Sector |
| ICICI Bank Ltd | 7.00% | ₹ 73.89 | Finance - Banks - Private Sector |
| TVS Motor Company Ltd | 6.14% | ₹ 64.86 | Auto - 2 & 3 Wheelers |
| Bharti Airtel Ltd | 6.14% | ₹ 64.84 | Telecom Services |
| TREPS | 5.88% | ₹ 62.02 | Others |
| Craftsman Automation Ltd | 5.40% | ₹ 56.95 | Engineering - General |
| Kotak Mahindra Bank Ltd | 5.19% | ₹ 54.76 | Finance - Banks - Private Sector |
| Happy Forgings Ltd | 4.75% | ₹ 50.09 | Forgings |
| Infosys Ltd | 3.78% | ₹ 39.88 | IT Consulting & Software |
| Avenue Supermarts Ltd | 3.50% | ₹ 36.92 | Retail - Departmental Stores |
| SBI Life Insurance Company Ltd | 3.47% | ₹ 36.67 | Finance - Life Insurance |
| Apollo Hospitals Enterprise Ltd | 3.33% | ₹ 35.13 | Hospitals & Medical Services |
| City Union Bank Ltd | 3.10% | ₹ 32.70 | Finance - Banks - Private Sector |
| Interglobe Aviation Ltd | 3.03% | ₹ 31.99 | Airlines |
| Tech Mahindra Ltd | 2.89% | ₹ 30.55 | IT Consulting & Software |
| Triveni Turbine Ltd | 2.75% | ₹ 28.99 | Engineering - Heavy |
| PI Industries Ltd | 2.72% | ₹ 28.75 | Agro Chemicals/Pesticides |
| TATA Consumer Products Ltd | 2.64% | ₹ 27.91 | Tea & Coffee |
| State Bank of India | 2.40% | ₹ 25.31 | Finance - Banks - Public Sector |
| Axis Bank Ltd | 2.26% | ₹ 23.85 | Finance - Banks - Private Sector |
| Mankind Pharma Ltd | 2.15% | ₹ 22.70 | Pharmaceuticals |
| Colgate Palmolive (IndiLtd | 2.11% | ₹ 22.25 | Personal Care |
| Trent Ltd | 2.04% | ₹ 21.54 | Retail - Apparel/Accessories |
| Go Digit General Insurance Ltd | 1.99% | ₹ 21.04 | Finance - Non Life Insurance |
| Info Edge (IndiLtd | 1.97% | ₹ 20.79 | Internet & Catalogue Retail |
| KEC International Ltd | 1.37% | ₹ 14.43 | Power - Transmission/Equipment |
| HCL Technologies Ltd | 1.34% | ₹ 14.12 | IT Consulting & Software |
| Whirlpool of India Ltd | 0.81% | ₹ 8.52 | Consumer Electronics |
| Cash & Other Net Current Assets | 0.74% | ₹ 8.12 | Others |
| Aavas Financiers Ltd | 0.19% | ₹ 1.97 | Finance - Housing |
| TVS Motor Company Ltd 6.00% (Preference Shar01-Sep-2026 | 0.07% | ₹ 0.69 | Auto - 2 & 3 Wheelers |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -17.16% | -13.10% | -6.55% | 4.31% |
| Category returns | -9.09% | 0.40% | 5.46% | 45.65% |
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
Top Funds from Equity - Focused
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Motilal Oswal Focused Fund - Direct Plan
Diversified
Direct
|
₹47.18 | 5.81% | 31.62% | 42.28% | ₹1,454 | 0.97% |
Very High
|
|
Canara Robeco Focused Fund
Diversified
Regular
|
₹15.92 | -6.79% | 31.24% | 0.00% | ₹2,823 | 1.94% |
Very High
|
|
Canara Robeco Focused Fund
Diversified
Regular
|
₹15.92 | -6.79% | 31.24% | 0.00% | ₹2,823 | 1.94% |
Very High
|
|
Axis Focused Fund
Diversified
Regular
|
₹47.51 | -6.55% | 30.27% | 25.36% | ₹11,305 | 1.76% |
Very High
|
|
Mahindra Manulife Focused Fund
Diversified
Regular
|
₹16.58 | -8.11% | 30.12% | 42.12% | ₹2,238 | 1.99% |
Very High
|
|
Mahindra Manulife Focused Fund
Diversified
Regular
|
₹16.58 | -8.11% | 30.12% | 42.12% | ₹2,238 | 1.99% |
Very High
|
|
ICICI Prudential Focused Equity Fund
Diversified
Regular
|
₹24.95 | -6.20% | 29.14% | 35.45% | ₹15,145 | 1.68% |
Very High
|
|
ICICI Prudential Focused Equity Fund
Diversified
Regular
|
₹24.95 | -6.20% | 29.14% | 35.45% | ₹15,145 | 1.68% |
Very High
|
|
Motilal Oswal Focused Fund
Diversified
Regular
|
₹40.04 | 4.62% | 27.18% | 34.25% | ₹1,454 | 2.14% |
Very High
|
|
Aditya Birla Sun Life Focused Fund - Direct Plan
Largecap
Direct
|
₹53.53 | -4.15% | 25.44% | 30.98% | ₹7,971 | 0.88% |
Very High
|
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Equity Savings Fund (Growth Accum)
Hybrid
Regular
|
₹68.19 | 1.12% | 33.04% | 54.60% | ₹1,182 | 2.51% |
Moderate
|
|
Sundaram Large Cap Fund
Diversified
Regular
|
₹19.34 | -3.19% | 32.17% | 55.54% | ₹3,245 | 1.92% |
Very High
|
|
Sundaram Flexicap Fund - Direct Plan
Diversified
Direct
|
₹12.60 | -5.79% | 30.16% | 0.00% | ₹2,059 | 0.70% |
Very High
|
|
Sundaram Flexicap Fund - Direct Plan
Diversified
Direct
|
₹12.60 | -5.79% | 30.16% | 0.00% | ₹2,059 | 0.70% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹30.05 | -2.79% | 30.06% | 41.09% | ₹3,306 | 1.94% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹30.05 | -2.79% | 30.06% | 41.09% | ₹3,306 | 1.94% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹75.06 | -5.96% | 27.80% | 35.48% | ₹135 | 0.52% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹75.06 | -5.96% | 27.80% | 35.48% | ₹135 | 0.52% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹75.06 | -5.96% | 27.80% | 35.48% | ₹135 | 0.52% |
Very High
|
|
Sundaram Balanced Advantage Fund
Hybrid
Regular
|
₹33.02 | -1.30% | 27.73% | 42.32% | ₹1,695 | 2.06% |
Moderately High
|
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 ₹37.91 as of 02 Apr 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 ₹1,055.51 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 -13.10% (1 Year), 4.31% (3 Year), 2.36% (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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