August 13, 2025
RA Jainee
Sundaram Focused Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 173.9790
NAV IDCW Half Yearly: Rs 44.2401
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Fund Manager:
1) Ashwin Jain
Education: Mr. Jain is a B.E. and PGDM.
Experience: Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.
Investment Details
| Min. Investment (Rs) | 300 |
| Min. Addl Investment (Rs) | 300 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 0.25% for redemption within 7 days |
Basic Details of Sundaram Focused Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 14.64% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 1,100 Cr |
| (As on 31-Jul-2025) | |
| Expense | 1.29% |
| (As on 31-Jul-2025) | |
| Risk Grade | Average |
| Return Grade | Below Average |
| Turnover | 75.50% |
Trailing Returns (%) of Sundaram Focused Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Focused Dir | -1.51 | -0.20 | -2.16 | 1.41 | 4.68 | -1.81 | 14.46 | 19.67 | 14.73 | 13.72 |
| BSE 500 TRI | 1.58 | -0.24 | -2.84 | 0.71 | 8.47 | -1.00 | 15.02 | 20.64 | 14.01 | 13.78 |
| Equity: Flexi Cap | -0.18 | -0.22 | -2.58 | 1.60 | 8.27 | 0.39 | 16.62 | 20.58 | 14.30 | 13.82 |
| Rank within category | 71 | 44 | 38 | 49 | 91 | 67 | 51 | 30 | 16 | 20 |
| Number of funds in category | 96 | 106 | 103 | 101 | 96 | 88 | 70 | 54 | 41 | 35 |
Peer Comparison of Sundaram Focused Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Focused Dir | 2 star | -1.81 | 14.46 | 19.67 | 1.29 | 1,100 | 14.64 | 0.25 (7) | 12Y 7M | 75.50 |
| Parag Parikh Flexi Cap Dir | 5 star | 9.57 | 20.91 | 23.89 | 0.63 | 1,13,281 | 19.87 | 2.00 (365) | 12Y 2M | 18.49 |
| HDFC Flexi Cap Dir | 5 star | 7.52 | 22.54 | 28.26 | 0.72 | 80,642 | 16.95 | 1.00 (365) | 12Y 7M | 20.37 |
| HDFC Focused Dir | 5 star | 8.77 | 23.48 | 28.61 | 0.59 | 21,456 | 15.82 | 1.00 (365) | 12Y 7M | 24.68 |
| Franklin India Flexi Cap Dir | 4 star | 0.97 | 19.18 | 24.98 | 0.89 | 18,988 | 16.72 | 1.00 (365) | 12Y 7M | 20.84 |
Portfolio Analysis of Sundaram Focused Fund
| No. of Stocks | 25 |
| Top 10 Stocks | 55.25% |
| Top 5 Stocks | 34.42% |
| Top 3 Sectors | 46.46% |
| Portfolio P/B Ratio | 4.32 |
| Portfolio P/E Ratio | 28.79 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,87,378 | 1,80,247 |
| Giant (%) | 49.57 | 50.47 |
| Large (%) | 31.59 | 22.66 |
| Mid (%) | 15.29 | 21.80 |
| Small (%) | 3.56 | 6.50 |
| Tiny (%) | — | 0.18 |
Chanakya’s Mutual Fund Guidance For Sundaram Focused Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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