Sundaram Focused Fund Regular IDCW-Sweep | Sundaram Focused Fund NAV Today [0.00], Performance & History

Equity Focused Regular

1 Year Absolute Returns

0.00%

NAV (₹) on

0.00

1 Day NAV Change

0.00%

Risk Level

Very High Risk

Rating

★ ★ ☆ ☆ ☆

Sundaram Focused Fund is a Equity mutual fund categorized under Largecap, offered by Sundaram Asset Management Company Ltd.. Launched on 11 Nov 2005, investors can start with a minimum SIP of ₹100 or ... Read more

NAV History

Fund Details

Min. SIP Amount

₹100

Inception Date

11 Nov 2005

Min. Lumpsum Amount

₹ 300

Fund Age

20 Yrs

AUM

₹ 1,055.51 Cr.

Benchmark

BSE 250 LargeMidCap Total Return

Expense Ratio

2.26%

Scheme Type

Open Ended

Exit Load

0.25%

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%

See All

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

See All

Returns

	Annualised returns
	9M	1Y	2Y	3Y
Fund returns	-	-	-	-
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 protected]

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 fund size (AUM) of Sundaram Focused Fund Regular IDCW-Sweep?

The Assets Under Management (AUM) of Sundaram Focused Fund Regular IDCW-Sweep 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 returns of Sundaram Focused Fund Regular IDCW-Sweep?

Sundaram Focused Fund Regular IDCW-Sweep was launched on 11 Nov 2005. As this is a relatively new fund, historical return data for standard periods (1Y, 3Y, 5Y) is not yet available. Please check back later for updated performance metrics.

What is the risk level of Sundaram Focused Fund Regular IDCW-Sweep?

Sundaram Focused Fund Regular IDCW-Sweep 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 Regular IDCW-Sweep?

The minimum lumpsum investment required for Sundaram Focused Fund Regular IDCW-Sweep 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.

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