April 28, 2026
RA Jainee
Sundaram Focused Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 170.76 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 40.02 |
| Min. Investment (Rs.) | 300 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 948 Cr |
| (As on 31-Mar-2026) | |
| Expense | 1.26% |
| 1 Year Return (%) | 0.25 |
| 3 Year Return (%) | 13.75 |
| 5 Year Return (%) | 12.78 |
| 10 Year Return (%) | 14.15 |
| Return Since Launch | 13.67% |
⚖️ Sahifund Review – Sundaram Focused Fund ✔
PLUS:
• Long-term track record intact with ~14% 10-year returns, indicating stability
• Reasonable consistency across market cycles despite focused strategy
• Concentrated portfolio (≈29 stocks) enables high-conviction bets
• Balanced exposure across large, mid and selective small caps
• Suitable for SIP investors aiming for long-term alpha generation
• Backed by credible fund house Sundaram Mutual Fund
• Portfolio diversification across sectors despite limited stock count
• Relevant category for investors seeking focused, active management approach
MINUS:
• Weak recent performance with ~0.25% 1-year return showing momentum lag
• Consistent underperformance vs benchmark and top peers like Parag Parikh & HDFC Flexi Cap
• High concentration risk (Top 10 ~54%) can amplify volatility
• Expense ratio (~1.26%) on the higher side vs competitors
• Mid & small-cap exposure relatively limited, reducing upside potential
• High turnover (~45%) may impact consistency
• Below-average return grade despite long track record
• Performance inconsistency across short and medium term cycles
Sahifund View (Decisive Line):
A decent long-term focused fund, but due to consistent underperformance and weak momentum, investors may prefer stronger flexi-cap alternatives unless conviction in stock-picking improves.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Flexi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
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 | 13.67% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 948 Cr |
| (As on 31-Mar-2026) | |
| Expense | 1.26% |
| (As on 31-Mar-2026) | |
| Risk Grade | Average |
| Return Grade | Below Average |
| Turnover | 45.50% |
Sundaram Focused Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Focused Dir | -6.16 | -1.23 | 5.62 | -1.69 | -5.23 | 0.25 | 13.75 | 12.78 | 14.33 | 14.15 |
| BSE 500 TRI | -4.45 | -0.78 | 10.37 | 0.45 | -3.90 | 3.30 | 16.09 | 14.49 | 14.37 | 14.43 |
| Equity: Flexi Cap | -3.94 | -0.96 | 7.60 | 0.67 | -4.02 | 3.42 | 16.72 | 14.74 | 14.27 | 14.47 |
| Rank within category | 93 | 108 | 105 | 90 | 84 | 78 | 60 | 45 | 21 | 23 |
| Number of funds in category | 114 | 119 | 119 | 115 | 111 | 96 | 74 | 57 | 45 | 36 |
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 | 3 star | 0.25 | 13.75 | 12.78 | 1.26 | 948 | 13.67 | 0.25 (7) | 13Y 3M | 45.50 |
| Parag Parikh Flexi Cap Dir | 5 star | 3.07 | 18.10 | 17.22 | 0.62 | 1,28,966 | 18.59 | 2.00 (365) | 12Y 11M | 17.91 |
| HDFC Flexi Cap Dir | 5 star | 2.54 | 20.50 | 21.01 | 0.68 | 91,335 | 16.02 | 1.00 (365) | 13Y 3M | 9.40 |
| SBI Focused Dir | 4 star | 13.75 | 20.00 | 16.33 | 0.77 | 39,739 | 15.68 | 0.25 (30) | 13Y 3M | 31.00 |
| HDFC Focused Dir | 5 star | 2.24 | 20.21 | 22.49 | 0.65 | 24,170 | 14.91 | 1.00 (365) | 13Y 3M | 7.23 |
Sundaram Focused Fund Portfolio
| No. of Stocks | 29 |
| Top 10 Stocks | 54.01% |
| Top 5 Stocks | 32.94% |
| Top 3 Sectors | 64.30% |
| Portfolio P/B Ratio | 3.94 |
| Portfolio P/E Ratio | 28.14 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,44,534 | 1,58,152 |
| Giant (%) | — | — |
| Large (%) | 67.25 | 61.70 |
| Mid (%) | 9.22 | 22.15 |
| Small (%) | 23.53 | 16.66 |
| Tiny (%) | — | — |
Apply Online: https://invest.sundarammutual.com/smfnewinvestor/onboarding/login OR
https://www.sundarammutual.com/Fund/AllSchemes
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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