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Sundaram Focused Fund(G)

As on Apr-25-2025 change fund
152.20  up-1.97 (-1.28%)

fund objective

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

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2020-20212021-20222022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)88.92109.54104.89143.44150.05
Net Assets(Rs Crores) (as on 31-Mar-2025) 525.60 694.19 771.81 1033.49 1043.92
Scheme Returns(%)(Absolute)67.7121.50-5.2436.253.56
B'mark Returns(%)(Absolute)NANANANANA
Category Rank14/298/2822/2716/2821/28
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202510.047.60-5.59-6.42
2023-202413.834.649.484.87
2022-2023-12.9111.553.35-4.63
2021-202212.108.981.56-0.71
2020-202114.677.1422.517.77
Top 10 holdings
company (%)
HDFC Bank Ltd.9.63 
ICICI Bank Ltd.8.99 
Bharti Airtel Ltd.5.73 
Reliance Industries Ltd.5.37 
Infosys Ltd.4.81 
ICICI Lombard General Insuranc...4.20 
Dr. Reddy's Laboratories Ltd.4.03 
Kotak Mahindra Bank Ltd.3.97 
TVS Motor Company Ltd.3.89 
Gland Pharma Ltd.3.67 

Category

Focused Fund

Launch Date

11-Nov-05

Scheme Benchmark

NA

AUM ( in Cr.)

1,043.92

portfolio price to book value

5.9

investing style?

Large Growth

fund manager?

S. Bharath,Ashwin Jain

inception date (regular plan)

11-Nov-05

expense ratio (regular plan) %

2.30

Top 10 sectors
sectors (%)
Bank - Private25.66
IT - Software8.77
Pharmaceuticals & Drugs7.70
Telecommunication - Service Provider5.73
Automobile Two & Three Wheelers5.59
Refineries5.37
Engineering - Industrial Equipments5.10
Insurance4.20
Auto Ancillary3.54
BPO/ITeS3.16

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Focused Fund(G)Large-Growth 11-Nov-20051,043.923.8612.7521.4712.8515.01
HDFC Focused 30 Fund(G)Large-Growth 17-Sep-200417,226.9715.2523.3930.7914.3716.17
ICICI Pru Focused Equity Fund(G)Large-Growth 28-May-200910,484.4514.0021.9228.3614.2914.49
Invesco India Focused Fund-Reg(G)Large-Growth 29-Sep-20203,532.659.5421.49NANA23.66
Mahindra Manulife Focused Fund-Reg(G)Large-Growth 17-Nov-20201,971.365.1919.38NANA23.48
DSP Focus Fund-Reg(G)Large-Growth 10-Jun-20102,447.3513.9217.9922.9011.9411.74
JM Focused Fund-Reg(G)Large-Growth 05-Mar-2008246.580.0817.9222.0612.563.67
Franklin India Focused Equity Fund(G)Large-Growth 26-Jul-200711,396.385.1516.9726.4813.3113.95
Canara Rob Focused Equity Fund-Reg(G)Large-Growth 17-May-20212,458.879.7716.65NANA16.94
360 ONE Focused Equity Fund-Reg(G)Large-Growth 30-Oct-20146,729.523.9916.3424.9815.3415.35
Bandhan Focused Equity Fund-Reg(G)Large-Growth 16-Mar-20061,685.2411.0316.1221.9811.5411.58
UTI Focused Fund-Reg(G)Large-Growth 25-Aug-20212,497.475.6015.64NANA11.12
Aditya Birla SL Focused Fund(G)Large-Growth 24-Oct-20057,359.928.2615.2022.2812.2814.24
Tata Focused Equity Fund-Reg(G)Large-Growth 05-Dec-20191,709.295.3814.6423.69NA15.81
HSBC Focused Fund-Reg(G)Large-Growth 22-Jul-20201,554.941.8414.31NANA19.05
Nippon India Focused Equity Fund(G)Large-Growth 26-Dec-20067,921.717.2713.7326.1613.2414.16
Baroda BNP Paribas Focused Fund-Reg(G)Large-Growth 06-Oct-2017634.251.2113.5820.07NA10.20
SBI Focused Equity Fund-Reg(G)Large-Growth 11-Oct-200435,253.1410.5313.5021.5213.9618.59
Quant Focused Fund(G)Large-Growth 01-Aug-20081,013.18-6.7813.4925.0113.9013.28
Kotak Focused Equity Fund-Reg(G)Large-Growth 16-Jul-20193,335.475.9513.3722.17NA15.79
LIC MF Focused Fund-Reg(G)Large-Growth 17-Nov-2017127.197.7411.5020.01NA10.04
Union Focused Fund-Reg(G)Large-Growth 05-Aug-2019389.301.0711.1320.84NA16.18
Mirae Asset Focused Fund-Reg(G)Large-Growth 14-May-20197,410.538.458.7321.48NA15.85
Motilal Oswal Focused Fund-Reg(G)Large-Growth 13-May-20131,401.01-10.148.0814.469.5111.98
Axis Focused Fund-Reg(G)Large-Growth 29-Jun-201212,346.515.247.6816.4211.9613.79
Edelweiss Focused Fund-Reg(G)Large-Growth 01-Aug-2022894.159.50NANANA17.87
Old Bridge Focused Equity Fund-Reg(G)Large-Growth 24-Jan-20241,329.438.85NANANA10.41
ITI Focused Equity Fund-Reg(G)Large-Growth 19-Jun-2023478.537.02NANANA20.21
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