Sundaram Focused Fund - Direct (G) logo

Sundaram Focused Fund Direct Growth

NAV ₹181.40 as on 17 Nov 2025

RiskVery High

Fund Size₹1,096.58Cr

NAV₹181.40 as on 17 Nov 2025
RiskVery High
Fund Size₹1,096.58Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹300

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹300

Exit Load

0.25% - For redemptions within 7 days from the date of allotment. Nil - For redemptions after 7 days from the date of allotment.

Basic Details

Age

12 years 10 months (Since Jan 02, 2013)

Return since Launch

14.64%

Expense ratio

1.29%

Type

OPEN

AUM (Fund Size)

₹1,096.58

Risk Grade

Very High

Benchmark

Nifty 500 TRI

Calculate Your Returns
Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Ashwin Jain

Experience:

19 years in Institutional Equities (Investment & Fund Management)  May 2022 - June 2024 Kedaara Capital Advisors LLP - Director Insights  April 2016 - April 2022 - ICICI Prudential AMC- Equity Fund Manager  Mar 2010 - April 2016 - ICICI Prudential AMC - Investment Analyst  Sep 2008 - April 2009 - Merrill Lynch - Associate - Fixed Income Derivatives.  April 2007 - June 2007 - Merrill Lynch - Summer Analyst.

Asset Allocation
Scheme Holding Summary

Banks

Telecom-Service

Automobile

Auto Ancillaries

IT - Software

Debt Others

Refineries

Castings, Forgings & Fastners

Retail

Trent Ltd

2.01%

Insurance

Healthcare

Air Transport Service

Agro Chemicals

Capital Goods - Electrical Equipment

Plantation & Plantation Products

E-Commerce/App based Aggregator

Consumer Durables

FMCG

Infrastructure Developers & Operators

Pharmaceuticals

Finance

Preference n Warrants

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹74,005.23Cr
Date of Incorporation26 Feb 1996
Sundaram Focused Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹74,005.23 Cr and the Latest NAV as of 17 Nov 2025 is ₹181.40.
The Sundaram Focused Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹300. Exit load of 0.25% - For redemptions within 7 days from the date of allotment. Nil - For redemptions after 7 days from the date of allotment..
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Returns and Rankings

Category: Equity Focused Fund

1Y3Y5YAll
Fund returns4.61%4.59%3.35%1.14%
Category average7.60%5.20%3.49%-
Rank within category242117-

FAQ’s

What kind of returns does Sundaram Focused Fund Direct Growth provide?

Sundaram Focused Fund Direct Growth has given a return of 14.41% in the past 3 years.

What is the expense ratio charged by Sundaram Focused Fund Direct Growth?

The Expense Ratio charged by Sundaram Focused Fund Direct Growth is 1.29%.

What is the AUM size of Sundaram Focused Fund Direct Growth?

The AUM size of Sundaram Focused Fund Direct Growth is ₹1,096.58Cr.

What is the minimum SIP amount that you can invest in Sundaram Focused Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in Sundaram Focused Fund Direct Growth .

What are the top stock holdings of Sundaram Focused Fund Direct Growth?

The top stock holdings of Sundaram Focused Fund Direct Growth include , HDFC Bank Ltd , ICICI Bank Ltd , Kotak Mahindra Bank Ltd and City Union Bank Ltd.

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.