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Sundaram Focused Fund(G)

Sundaram Focused Fund(G)

165.68048 Sept 2026

Chart

PlanNormal
Returns (6 months)7.824%
Expense ratio2.28%
Min Investment300
AUM1,068.19 Cr
Inception date17 Nov 2005

Return Calculator

₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0

Benchmark Returns

BENCHMARK: NIFTY 500 - TRI
Annualised returns
NAME
Fund Returns
Benchmark Returns
1W
1M
3M
6M
1Y
3Y
5Y
INCEPTION
NA
-1.58%
8.81%
7.82%
4.56%
9.44%
8.88%
14.42%
-2.03%
-1.58%
8.81%
7.82%
4.56%
9.44%
8.88%
14.42%

Holdings

Name
HDFC Bank Ltd.
HDFC Bank Ltd.
ICICI Bank Ltd.
ICICI Bank Ltd.
TVS Motor Company Ltd.
TVS Motor Company Ltd.
Bharti Airtel Ltd.
Bharti Airtel Ltd.
Happy Forgings Ltd.
Happy Forgings Ltd.
Craftsman Automation Ltd.
Craftsman Automation Ltd.
Kotak Mahindra Bank Ltd.
Kotak Mahindra Bank Ltd.
Apollo Hospitals Enterprise Ltd.
Apollo Hospitals Enterprise Ltd.
Tech Mahindra Ltd.
Tech Mahindra Ltd.
Avenue Supermarts Ltd.
Avenue Supermarts Ltd.
Triveni Turbine Ltd.
Triveni Turbine Ltd.
Infosys Ltd.
Infosys Ltd.
Interglobe Aviation Ltd.
Interglobe Aviation Ltd.
SBI Life Insurance Company Ltd.
SBI Life Insurance Company Ltd.
Sedemac Mechatronics Ltd.
Sedemac Mechatronics Ltd.
City Union Bank Ltd.
City Union Bank Ltd.
Tata Consumer Products Ltd.
Tata Consumer Products Ltd.
PI Industries Ltd.
PI Industries Ltd.
Trent Ltd.
Trent Ltd.
Info Edge (India) Ltd.
Info Edge (India) Ltd.
Cholamandalam Investment and Finance Company Ltd.
Cholamandalam Investment and Finance Company Ltd.
Dalmia Bharat Ltd.
Dalmia Bharat Ltd.
State Bank Of India
State Bank Of India
Axis Bank Ltd.
Axis Bank Ltd.
Go Digit General Insurance Ltd.
Go Digit General Insurance Ltd.
HCL Technologies Ltd.
HCL Technologies Ltd.
Jubilant FoodWorks Ltd.
Jubilant FoodWorks Ltd.
Aavas Financiers Ltd.
Aavas Financiers Ltd.
KEC International Ltd.
KEC International Ltd.
Instrument
Share %
Domestic Equities
7.36%
Domestic Equities
7.20%
Domestic Equities
6.77%
Domestic Equities
6.37%
Domestic Equities
5.68%
Domestic Equities
5.61%
Domestic Equities
4.82%
Domestic Equities
3.77%
Domestic Equities
3.48%
Domestic Equities
3.35%
Domestic Equities
3.34%
Domestic Equities
3.25%
Domestic Equities
3.21%
Domestic Equities
3.17%
Domestic Equities
3.11%
Domestic Equities
2.98%
Domestic Equities
2.48%
Domestic Equities
2.38%
Domestic Equities
2.33%
Domestic Equities
2.32%
Domestic Equities
2.14%
Domestic Equities
2.03%
Domestic Equities
2.03%
Domestic Equities
1.98%
Domestic Equities
1.68%
Domestic Equities
1.28%
Domestic Equities
0.95%
Domestic Equities
0.93%
Domestic Equities
0.77%
Risk Meter
Risk MeterPin
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
AJ
Ashwin Jain
Lock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
0.25% before 7D, Nil after 7D

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