Sundaram Focused Fund · Regular · Growth
NAV
₹167.7549
as of 03 Aug 2026
Expense Ratio
—
see scheme documents
AUM
₹883 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.74%
- 3Y
- +10.79%
- 5Y
- —
- Since Inception
- +9.80%
SIP returns (XIRR)
- 1Y
- +12.23%
- 3Y
- +7.56%
- 5Y
- —
- Since Inception
- +10.33%
What history actually did — last 4 years (Aug 2022 – Aug 2026)
A ₹5,000 monthly SIP for the last 4 years (Aug 2022 – Aug 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹2,84,389 today — ₹2,35,000 invested, 9.8% XIRR.
₹2,35,000
Invested
₹2,84,389
Value today
9.8%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 4 years (Aug 2022 – Aug 2026)
Real NAV backtest
₹1,00,000 invested 4 years ago would be ₹1,59,599 today (12.4% CAGR).
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹2,84,389 in this fund vs ₹2,91,571 in the benchmark — underperformance of ₹7,182.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 4 years (Aug 2022 – Aug 2026) (3 Jun 2024) would be ₹1,09,907 today (1.10×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.04
Sharpe Ratio
+0.01
Alpha
0.28
Beta
0.04
Sortino
13.24%
Std Dev
-13.93%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 May 2026- Banks26.40%
- Auto Components8.03%
- IT - Software7.97%
- Retailing7.92%
- Telecom - Services6.21%
- Automobiles5.54%
- Insurance5.13%
- Industrial Products5.02%
- Electrical Equipment4.32%
- Healthcare Services3.61%
- Transport Services2.87%
- Agricultural Food & Other Products2.84%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option
- 1Hdfc Bank Ltd7.70%
- 2Icici Bank Ltd6.63%
- 3Bharti Airtel Ltd6.21%
- 4Tvs Motor Company Ltd5.54%
- 5Craftsman Automation Ltd5.42%
- 6Happy Forgings Ltd5.02%
- 7Kotak Mahindra Bank Ltd4.99%
- 8Triveni Turbine Ltd4.32%
- 9Avenue Supermarts Ltd3.64%
- 10Apollo Hospitals Enterprise Ltd3.61%
Investment Objective
Sundaram Focused Fund · Regular · Growth is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.
About This Fund
Sundaram Focused Fund · Regular · Growth is a Focused Fund mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹883 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations