Mutual Fund Research

Sundaram Focused Fund(G)

As on Mar-27-2023 change fund
102.48  up-0.25 (-0.24%)

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.


Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 24-Mar-2023)63.2454.8288.92109.54102.73
Net Assets(Rs Crores) (as on 24-Mar-2023) 319.04 293.96 525.60 694.19 771.37
Scheme Returns(%)(Absolute)7.20-13.5567.7121.50-7.19
B'mark Returns(%)(Absolute)NANANANANA
Category Rank8/231/2614/298/2822/27
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
ICICI Bank Ltd.7.90 
Reliance Industries Ltd.7.32 
Infosys Ltd.7.00 
Housing Development Finance Co...6.97 
Canara Bank4.52 
Larsen & Toubro Ltd.4.27 
State Bank Of India3.83 
Avenue Supermarts Ltd.3.19 
Ashok Leyland Ltd.3.07 
Maruti Suzuki India Ltd.2.80 


Focused Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Large Growth

fund manager?

Ravi Gopalakrishnan,Sudhir Kedia

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Engineering - Industrial Equipments9.37
IT - Software9.02
Bank - Public8.35
Bank - Private7.90
Finance - Housing6.97
Engineering - Construction4.27
Automobiles - Passenger Cars2.80

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-2005771.37-4.0423.1311.7913.8114.32
HDFC Focused 30 Fund(G)Large-Growth 17-Sep-20043,609.5113.7735.3610.4814.0814.79
Nippon India Focused Equity Fund(G)Large-Growth 26-Dec-20065,929.70-0.3933.1710.4617.8913.24
Franklin India Focused Equity Fund(G)Large-Growth 26-Jul-20078,022.554.1831.9011.6917.0512.79
Quant Focused Fund(G)Large-Growth 01-Aug-2008219.53-1.0031.6510.9217.1912.05
ICICI Pru Focused Equity Fund(G)Large-Growth 28-May-20093,920.603.8630.8412.0813.4312.29
IIFL Focused Equity Fund-Reg(G)Large-Growth 30-Oct-20143,416.743.0029.6716.04NA13.70
Aditya Birla SL Focused Equity Fund(G)Large-Growth 24-Oct-20055,633.70-2.6727.349.8013.6113.19
Mirae Asset Focused Fund-Reg(G)Large-Growth 14-May-20198,615.18-6.3527.17NANA15.49
Tata Focused Equity Fund-Reg(G)Large-Growth 05-Dec-20191,212.35-1.9126.71NANA12.03
Kotak Focused Equity Fund-Reg(G)Large-Growth 16-Jul-20192,447.92-1.3725.33NANA12.91
Union Focused Fund-Reg(G)Large-Growth 05-Aug-2019317.79-1.2925.23NANA15.28
IDBI Focused 30 Equity Fund-Reg(G)Large-Growth 17-Nov-2017125.42-1.2824.088.54NA7.44
Bandhan Focused Equity Fund-Reg(G)Large-Growth 16-Mar-20061,194.61-5.8923.435.6010.329.84
SBI Focused Equity Fund-Reg(G)Large-Growth 11-Oct-200426,561.04-5.4721.7910.6315.0418.12
Baroda BNP Paribas Focused Fund-Reg(G)Large-Growth 06-Oct-2017299.65-2.6120.817.92NA6.25
DSP Focus Fund-Reg(G)Large-Growth 10-Jun-20101,784.94-3.9920.327.1111.979.22
JM Focused Fund-Reg(G)Large-Growth 05-Mar-200842.951.9420.296.6113.010.98
Motilal Oswal Focused Fund-Reg(G)Large-Growth 13-May-20131,643.560.7218.468.41NA12.04
Axis Focused 25 Fund-Reg(G)Large-Growth 29-Jun-201215,139.75-15.6614.387.3112.3312.59
Mahindra Manulife Focused Fund-Reg(G)Large-Growth 17-Nov-2020642.712.88NANANA20.41
Canara Rob Focused Equity Fund-Reg(G)Large-Growth 17-May-20211,678.872.58NANANA9.85
UTI Focused Equity Fund-Reg(G)Large-Growth 25-Aug-20212,364.622.41NANANA-2.17
HSBC Focused Fund-Reg(G)Large-Growth 22-Jul-20201,321.73-2.28NANANA16.85
Invesco India Focused 20 Equity Fund-Reg(G)Large-Growth 29-Sep-20201,593.68-8.42NANANA13.51
Edelweiss Focused Equity Fund-Reg(G)Large-Growth 01-Aug-2022478.46NANANANA-0.60
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