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Mutual Fund Research

Sundaram Focused Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Equity Equity Focussed

Fund Performance

Historical NAV

Fund Facts

Very High Risk

Latest NAV · 2026-11-03

₹160.17 +0.99%

Fund Size (AUM): 1096.80 Cr
Expense Ratio · Regular: 2.32%
Risk Level: Very High
Exit Load: 0.25% within 7 days from the date of allotment; >7 days: Nil
Asset Management Company: SUNDARAM MUTUAL FUND

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data

Investment Period	SIP Start Date	Amount Invested	Current Value	Absolute Return
One Week	2026-10-27	₹1,000.00	₹1,022.56	+2.26%
Two Week	2026-10-19	₹1,000.00	₹1,004.92	+0.49%
One Month	2026-10-05	₹1,000.00	₹1,010.47	+1.05%
Three Months	2026-08-05	₹3,000.00	₹2,919.69	-2.68%
Six Months	2026-05-07	₹6,000.00	₹5,978.79	-0.35%
One Year	2025-11-03	₹12,000.00	₹12,107.96	+0.90%
Three Year	2023-11-06	₹36,000.00	₹37,465.87	+4.07%
Since Inception	2021-12-30	₹59,000.00	₹71,102.51	+20.51%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

SIP Amount

₹1,000₹50,000

Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment

₹0

Maturity Value

₹0

Abs. Returns

₹0

Assumed Annual Return

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity

N/A

Debt

N/A

Others

N/A

Sector Allocation

Distribution across different sectors

Banks 27.56%

Auto Components 10.32%

Retailing 7.67%

Industrial Products 7.36%

Automobiles 6.67%

Telecom - Services 5.88%

Insurance 5.31%

Other 4.45%

It - Software 4.17%

Healthcare Services 3.56%

Transport Services 3.20%

Electrical Equipment 3.10%

Finance 2.80%

Agricultural Food & Other Products 2.25%

Fertilizers & Agrochemicals 2.07%

Cement & Cement Products 1.97%

Leisure Services 1.02%

Construction 0.65%

Top Holdings

Company-wise portfolio exposure

Happy Forgings Ltd 7.36%

ICICI Bank Ltd 6.87%

TVS Motor Company Ltd 6.67%

Craftsman Automation Ltd 6.13%

Bharti Airtel Ltd 5.88%

Kotak Mahindra Bank Ltd 5.33%

Sedemac Mechatronics Ltd 4.20%

State Bank of India 3.96%

HDFC Bank Ltd 3.93%

Apollo Hospitals Enterprise Ltd 3.56%

City Union Bank Ltd 3.38%

Avenue Supermarts Ltd 3.36%

Interglobe Aviation Ltd 3.20%

Triveni Turbine Ltd 3.10%

SBI Life Insurance Company Ltd 2.96%

Infosys Ltd 2.96%

Info Edge (India) Ltd 2.39%

Go Digit General Insurance Ltd 2.35%

TATA Consumer Products Ltd 2.25%

PI Industries Ltd 2.07%

Bank of Baroda 2.05%

Axis Bank Ltd 2.05%

Dalmia Cement (Bharat) Ltd. 1.97%

Cholamandalam Investment and Finance Company Ltd 1.94%

Swiggy Ltd 1.92%

HCL Technologies Ltd 1.21%

Jubilant Foodworks Ltd 1.02%

Aavas Financiers Ltd 0.86%

KEC International Ltd 0.65%

TREPS 4.65%

Cash and Other Net Current Assets -0.20%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

Standard Deviation

12.90%

Return volatility

Beta

0.8

Benchmark sensitivity

Sharpe Ratio

0.5

Risk-adjusted return

↗

Lock-in Period

N/A

Redemption restriction

◷

Residual Maturity

N/A

Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name	1Y Return	3Y Return	Since Inception
HDFC Equity Opportunities Fund - II - 1100D June 2017 (1) - Regular Plan - Growth	23.56%	11.15%	6.49%
Motilal Oswal Focused Fund - Regular Plan - Growth	18.97%	13.08%	13.08%
Old Bridge Focused Fund - Regular Plan - Growth	6.30%	0.00%	9.36%
SBI Focused Fund - Regular Plan - Growth	4.99%	14.13%	17.98%
Invesco India Focused Fund - Regular Plan - Growth	4.97%	19.72%	19.34%
Union Focused Fund - Regular Plan - Growth	2.89%	10.30%	14.53%
Quant Focused Fund - Regular Plan - Growth	2.43%	11.73%	12.73%
HSBC Focused Fund - Regular Plan - Growth	1.07%	11.96%	16.26%
360 One Focused Fund - Regular Plan - Growth	0.15%	10.78%	13.86%
Aditya Birla Sun Life Focused Fund - Regular Plan - Growth	-0.60%	12.83%	13.59%

Fund Name	AUM	Expense Ratio
Aditya Birla Sun Life Focused Fund - Regular Plan - Growth	N/A	1.01%
DSP Focused Fund - Regular Plan - Growth	N/A	1.11%
Franklin India Focused Equity Fund - Regular Plan - Growth	N/A	1.15%
Bandhan Focused Fund - Regular Plan - Growth	N/A	1.01%
HDFC Equity Opportunities Fund - II - 1100D June 2017 (1) - Regular Plan - Growth	N/A	N/A
HDFC Focused Fund - Regular Plan - Growth	N/A	N/A
360 One Focused Fund - Regular Plan - Growth	N/A	1.23%
Kotak Focused Fund - Regular Plan - Growth	N/A	0.75%
SBI Focused Fund - Regular Plan - Growth	N/A	0.84%
Mahindra Manulife Focused Fund - Regular Plan - Growth	N/A	0.88%

Fund Name	Std. Deviation	Beta	Sharpe Ratio
Aditya Birla Sun Life Focused Fund - Regular Plan - Growth	N/A	0.9	0.38
DSP Focused Fund - Regular Plan - Growth	N/A	0.96	0.35
Franklin India Focused Equity Fund - Regular Plan - Growth	N/A	0.86	0.01
Bandhan Focused Fund - Regular Plan - Growth	N/A	0.96	0.59
HDFC Equity Opportunities Fund - II - 1100D June 2017 (1) - Regular Plan - Growth	N/A	0.983	0.565
HDFC Focused Fund - Regular Plan - Growth	N/A	0.783	0.606
360 One Focused Fund - Regular Plan - Growth	N/A	0.91	0.28
Kotak Focused Fund - Regular Plan - Growth	N/A	0.95	0.49
SBI Focused Fund - Regular Plan - Growth	N/A	0.82	0.62
Mahindra Manulife Focused Fund - Regular Plan - Growth	N/A	0.9	0.33

Returns are historical and do not guarantee future performance.

View All Equity Focussed Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name	1Y Return	3Y Return	Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth	16.72%	18.97%	8.06%
Sundaram Liquid Fund - Regular Plan - Growth	6.31%	6.74%	27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth	6.26%	6.43%	5.95%
Sundaram Money Market Fund - Regular Plan - Growth	6.21%	7.06%	6.20%
Sundaram Overnight Fund - Regular Plan - Growth	5.13%	5.89%	5.12%
Sundaram Ultra Short Term Fund - Regular Plan - Growth	5.13%	5.90%	35.03%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth	4.86%	6.40%	29.57%
Sundaram Short Term Fund - Regular Plan - Growth	4.25%	6.68%	5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth	3.86%	6.67%	7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth	3.49%	6.57%	6.84%

Fund Name	AUM	Expense Ratio
Sundaram Liquid Fund - Regular Plan - Growth	N/A	0.14%
Sundaram Large And Mid Cap Fund - Regular Plan - Growth	N/A	1.35%
Sundaram Overnight Fund - Regular Plan - Growth	N/A	0.08%
Sundaram Aggressive Hybrid Fund - Regular Plan - Growth	N/A	1.16%
Sundaram Nifty 100 Equal Weight Fund - Regular Plan - Growth	N/A	0.72%
Sundaram Mid Cap Fund - Regular Plan - Growth	N/A	1.05%
Sundaram Flexi Cap Fund - Regular Plan - Growth	N/A	0.87%
Sundaram Multi Asset Allocation Fund - Regular Plan - Growth	N/A	0.78%
Sundaram Focused Fund - Regular Plan - Growth	N/A	1.34%
Sundaram Infrastructure Advantage Fund - Regular Plan - Growth	N/A	1.81%

Fund Name	Std. Deviation	Beta	Sharpe Ratio
Sundaram Liquid Fund - Regular Plan - Growth	N/A	N/A	N/A
Sundaram Large And Mid Cap Fund - Regular Plan - Growth	N/A	1	0.7
Sundaram Overnight Fund - Regular Plan - Growth	N/A	1	2.7
Sundaram Aggressive Hybrid Fund - Regular Plan - Growth	N/A	1.1	0.4
Sundaram Nifty 100 Equal Weight Fund - Regular Plan - Growth	N/A	1	0.6
Sundaram Mid Cap Fund - Regular Plan - Growth	N/A	0.9	0.8
Sundaram Flexi Cap Fund - Regular Plan - Growth	N/A	0.9	0.3
Sundaram Multi Asset Allocation Fund - Regular Plan - Growth	N/A	N/A	N/A
Sundaram Focused Fund - Regular Plan - Growth	N/A	0.8	0.5
Sundaram Infrastructure Advantage Fund - Regular Plan - Growth	N/A	0.9	0.6

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount: N/A
Min. Lumpsum Amount: N/A
AUM (in Cr.): N/A
Expense Ratio (Regular): 2.32%
Expense Ratio (Direct): 1.34%
Lock-in Period: N/A
Fund Age: N/A
Benchmark: Nifty 500 TRI

Fund Managers

Ashwin Jain

20 Years Experience

Shalav Saket

Exit Load

Charges that may apply when you redeem units

0.25% within 7 days from the date of allotment; >7 days: Nil

Top AMC/Fund Houses

Aditya Birla Sun Life Mutual Fund

view all

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