Sundaram Focused Fund Direct Growth
NAV as on 11-04-2025
₹ 159.73
▲1.2%
1D
Inception Returns
14.3%
/yr
About Sundaram Focused Fund Direct Growth
Sundaram Focused Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by S. Bharath, Ashwin Jain. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Focused Fund Direct Growth has ₹1044 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 1.4.
Returns
Sundaram Focused Fund Direct Growth has given a CAGR return of 14.29% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -0.52%, 10.15% and 21.45% respectively.
Holdings
Sundaram Focused Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Communication, Tech, Health, Energy, Consumer Defensive, Basic Materials. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Bharti Airtel Ltd, Reliance Industries Ltd, Infosys Ltd
Taxation
As it is a focused fund mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Focused Fund Direct Growth
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 300.00 and for SIP is INR 100.00. Sundaram Focused Fund Direct Growth has no lock in period.
Sundaram Focused Fund Direct Growth Overview
| Expense ratio | 1.4% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1044 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹300/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 48.01% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
INDmoney Rank for Sundaram Focused Fund Direct Growth
Trailing Returns
as on (11-Apr-25)
Fund Distribution
as on (31-Mar-25)
- This fund’s returns stands at 3.47% whereas the fund’s underlying benchmark Nifty 500 returns stands at 7.25% as on Mar'25
- This fund underperformed Nifty 500 by 3.78% in Mar'25
- AUM of the fund stands at 1K Cr as of Feb'25
- AUM decreased by 96.4 Cr between Feb'25 and Jan'25
Top 3 Sectors in February were Financial Services, Industrial & Consumer Cyclical
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 9.63% | 0% | |
 ICICI Bank Ltd | 8.99% | 13.7% | |
 Bharti Airtel Ltd | 5.73% | 0% | |
 Reliance Industries Ltd | 5.37% | 0% | |
 Infosys Ltd | 4.81% | 0% |
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Sundaram Focused Fund Direct Growth | -0.52% | 10.15% | 21.45% | 14.29% |
 HDFC Focused 30 Fund -Direct Plan - Growth Option | 12.03% | 21.75% | 31.87% | 15.54% |
 ICICI Prudential Focused Equity Fund Direct Plan Growth | 8.8% | 19.57% | 28.6% | 15.87% |
 SBI Focused Equity Fund Direct Plan Growth | 8.4% | 11.3% | 21.46% | 15.43% |
Top Growth Drivers | 1M Return |
|---|---|
 HDFC Bank Ltd | 5.6% |
 ICICI Bank Ltd | 5.4% |
Mutual Fund Insights
Sundaram Focused Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹1044 Cr
Expense Ratio 1.4%
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5Y CAGR
▲ 29.58
5Y CAGR
▲ 22.77
5Y CAGR
▲ 30.45
5Y CAGR
▲ 33.19
Frequently Asked Questions for Sundaram Focused Fund Direct Growth
Sundaram Focused Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.19% | 0.19% |
6 Month Returns | -12.95% | -12.95% |
1 Year Returns | -0.52% | -0.52% |
3 Years Returns | 33.64% | 10.15% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Focused Fund Direct Growth | -0.98 | -0.75 | -0.54 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Focused Fund Direct Growth | 0.75 | 0.89 | 0.91 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Focused Fund Direct Growth | -0.03 | 0.44 | 1.14 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Focused Fund Direct Growth | 13.12 | 13.87 | 14.92 |
Mutual Fund execution provided by
INDstocks Private Limited (Formerly known as INDmoney Private Limited) is a SEBI registered Stock Broker and mutual funds distributor. SEBI Registration No. INZ000305337, Trading and Clearing Member of NSE (90267, M70042) and BSE, BSE StarMF (6779), AMFI Registration No: ARN-254564.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.