Sundaram Focused Fund · Regular · Growth
NAV
₹158.2548
as of 16 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹1,045 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.12%
- 3Y
- +10.23%
- 5Y
- —
- Since Inception
- +8.67%
SIP returns (XIRR)
- 1Y
- +0.96%
- 3Y
- +4.82%
- 5Y
- —
- Since Inception
- +8.28%
This fund trailed its benchmark
Top performers in Focused Fund by 5Y CAGR
HDFC Focused Fund · Regular · Growth
ICICI Prudential Focused Equity Fund · Regular · Growth
Invesco India Focused Fund · Regular · Growth
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹27,000
Invested
₹31,403
Value today
6.8%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,402
Value today
7.9%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹8,72,479
Value today
+3.7%
vs lumpsum
STP beat direct lumpsum by 3.7% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.49
Sharpe Ratio
-0.06
Alpha
0.46
Beta
-0.48
Sortino
13.42%
Std Dev
-13.93%
Max Drawdown
Performance Comparison
Thinking about Sundaram Focused Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
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 Ltd8.11%
- 2Icici Bank Ltd6.82%
- 3Bharti Airtel Ltd6.49%
- 4Tvs Motor Company Ltd5.95%
- 5Craftsman Automation Ltd5.57%
- 6Kotak Mahindra Bank Ltd4.92%
- 7Happy Forgings Ltd4.58%
- 8Infosys Ltd4.05%
- 9Avenue Supermarts Ltd4.01%
- 10Apollo Hospitals Enterprise Ltd3.52%
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 ₹1,045 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