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sundaram focused fund- direct plan - growth option
Sundaram Focused Fund- Direct Plan - Growth Option

Sundaram Focused Fund- Direct Plan - Growth Option

  • Very High Risk
  • Equity
  • Focused Fund
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NAV as on Aug 7, 2025
i
Price per unit of the scheme.
₹ 175.10210.17%1 Day Change
-3.12%
Minimum Investment₹300
Expense Ratio1.30%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Focused Fund- Direct Plan - Growth Option
VS
Equity: Focused Fund Average NAV
    Topper in Equity: Focused Fund
    Bandhan Focused Equity Fund - Direct Plan - Growth
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Focused Fund- Direct Plan - Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty 500 TR INR
    Expense Ratio
    1.30%
    Category Avg Expense Ratio
    0.74%
    Minimum Investment (Lumpsum/SIP)
    ₹ 300 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 1,112.64 Cr(As on Jun, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    30.00 %
    Exit Load
    0.25% for redemptions within 7 days from the date of allotment

    bt_logoABOUT THE FUND

    Objective: The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

    Sundaram Focused Fund- Direct Plan - Growth Option is an Equity - Focused Fund fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onAug 07, 2025 is ₹175.10. Its expense ratio is 1.30 %. The fund has an AUM of ₹1,112.64 Cr.The fund is managed byRavi Gopalakrishnan,Sudhir Kedia,S. Bharath,Ashwin Jain.
    The minimum initial investment is  ₹300 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Ravi Gopalakrishnan
    Ravi Gopalakrishnan
    i
    Lead Fund Manager.
    Oct 11, 2019 - Present
    • Fund Manager Rank17Out of 25
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed8
    • Total AUM₹ 29,477.10 Cr
    • Highest Return In 1 Yr13.12 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 94.42
    -1.94%
    -3.26%
    Very High Risk
    ₹6,892.55Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 22.42
    -2.82%
    -3.22%
    Very High Risk
    ₹3,471.13Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 175.10
    -3.12%
    -3.18%
    Very High Risk
    ₹1,112.64Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 94.42
    • Fund Size₹6,892.55Cr
    Fund Return-1.94%
    Category Return-3.26%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 22.42
    • Fund Size₹3,471.13Cr
    Fund Return-2.82%
    Category Return-3.22%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 175.10
    • Fund Size₹1,112.64Cr
    Fund Return-3.12%
    Category Return-3.18%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sudhir Kedia
    Sudhir Kedia
    i
    Lead Fund Manager.
    May 16, 2022 - Present
    • Schemes managed7
    • Total AUM₹ 13,550.36 Cr
    • Highest Return In 1 Yr8.19 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 232.70
    -1.45%
    -3.21%
    Very High Risk
    ₹1,519.21Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 22.42
    -2.82%
    -3.22%
    Very High Risk
    ₹3,471.13Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 175.10
    -3.12%
    -3.18%
    Very High Risk
    ₹1,112.64Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 232.70
    • Fund Size₹1,519.21Cr
    Fund Return-1.45%
    Category Return-3.21%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 22.42
    • Fund Size₹3,471.13Cr
    Fund Return-2.82%
    Category Return-3.22%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 175.10
    • Fund Size₹1,112.64Cr
    Fund Return-3.12%
    Category Return-3.18%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    S. Bharath
    S. Bharath
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed9
    • Total AUM₹ 38,883.53 Cr
    • Highest Return In 1 Yr13.12 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,495.18
    -1.46%
    -3.34%
    Very High Risk
    ₹12,818.10Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 183.39
    -1.70%
    -2.19%
    High Risk
    ₹6,428.51Cr
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    ₹ 32.49
    -1.02%
    -0.53%
    Moderately High risk
    ₹27.22Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,495.18
    • Fund Size₹12,818.10Cr
    Fund Return-1.46%
    Category Return-3.34%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 183.39
    • Fund Size₹6,428.51Cr
    Fund Return-1.70%
    Category Return-2.19%
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Moderately High risk
    • NAV₹ 32.49
    • Fund Size₹27.22Cr
    Fund Return-1.02%
    Category Return-0.53%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ashwin Jain
    Ashwin Jain
    i
    Lead Fund Manager.
    Oct 21, 2024 - Present
    • Schemes managed2
    • Total AUM₹ 4,583.76 Cr
    • Highest Return In 1 Yr0.75 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 22.42
    -2.82%
    -3.22%
    Very High Risk
    ₹3,471.13Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 175.10
    -3.12%
    -3.18%
    Very High Risk
    ₹1,112.64Cr
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 22.42
    • Fund Size₹3,471.13Cr
    Fund Return-2.82%
    Category Return-3.22%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 175.10
    • Fund Size₹1,112.64Cr
    Fund Return-3.12%
    Category Return-3.18%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (93.87%)
    DEBT (-%)
    CASH (6.13%)
    Allocation by Market Cap
    Large Cap(65.65%)
    Mid Cap(11.38%)
    Small Cap(16.84%)
    Industry Holdings
    • Banks Regional27.59%
    • Information Technology Services10.22%
    • Telecom Services6.64%
    • Auto Manufacturers6.50%
    • Insurance Diversified4.78%
    • Drug Manufacturers Specialty Generic4.52%
    Stock Holdings
    • HDFC Bank Ltd9.45%
    • ICICI Bank Ltd9.04%
    • Bharti Airtel Ltd6.23%
    • Kotak Mahindra Bank Ltd5.13%
    • Infosys Ltd4.60%
    • ICICI Lombard General Insurance Co Ltd4.49%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      1.45
      This Fund
      VS
      1.30
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      89.32
      This Fund
      VS
      85.65
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.84
      This Fund
      VS
      0.91
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.83
      This Fund
      VS
      0.80
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.35
      This Fund
      VS
      1.34
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      11.98
      This Fund
      VS
      13.22
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Invesco India Focused 20 Equity Fund Direct GrowthInvesco India Focused 20 Equity Fund Direct Growth
    --
    ₹ 30.57
    -0.33%
    -3.18%
    Very High Risk
    ₹ 4,153.39 Cr
    HSBC Focused Fund Direct GrowthHSBC Focused Fund Direct Growth
    --
    ₹ 26.72
    -0.56%
    -3.18%
    Very High Risk
    ₹ 1,720.83 Cr
    Canara Robeco Focused Equity Fund Direct GrowthCanara Robeco Focused Equity Fund Direct Growth
    --
    ₹ 21.24
    -0.98%
    -3.18%
    Very High Risk
    ₹ 2,743.48 Cr
    Union Focused Fund Direct GrowthUnion Focused Fund Direct Growth
    ₹ 26.80
    -1.00%
    -3.18%
    Very High Risk
    ₹ 426.93 Cr
    Motilal Oswal Focused Direct GrowthMotilal Oswal Focused Direct Growth
    ₹ 49.59
    -1.31%
    -3.18%
    Very High Risk
    ₹ 1,563.58 Cr
    Bandhan Focused Equity Fund - Direct Plan - GrowthBandhan Focused Equity Fund - Direct Plan - Growth
    ₹ 102.01
    -1.37%
    -3.18%
    Very High Risk
    ₹ 1,946.70 Cr
    Invesco India Focused 20 Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 30.57
    • Fund Size₹ 4,153.39 Cr
    Fund Return-0.33%
    Category Return-3.18%
    HSBC Focused Fund Direct Growth
    Very High Risk--
    • NAV₹ 26.72
    • Fund Size₹ 1,720.83 Cr
    Fund Return-0.56%
    Category Return-3.18%
    Canara Robeco Focused Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.24
    • Fund Size₹ 2,743.48 Cr
    Fund Return-0.98%
    Category Return-3.18%
    Union Focused Fund Direct Growth
    Very High Risk
    • NAV₹ 26.80
    • Fund Size₹ 426.93 Cr
    Fund Return-1.00%
    Category Return-3.18%
    Motilal Oswal Focused Direct Growth
    Very High Risk
    • NAV₹ 49.59
    • Fund Size₹ 1,563.58 Cr
    Fund Return-1.31%
    Category Return-3.18%
    Bandhan Focused Equity Fund - Direct Plan - Growth
    Very High Risk
    • NAV₹ 102.01
    • Fund Size₹ 1,946.70 Cr
    Fund Return-1.37%
    Category Return-3.18%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Sundaram Global Brand Fund Direct Plan Growth OptionSundaram Global Brand Fund Direct Plan Growth Option
    --
    ₹ 38.62
    0.87%
    --
    Very High Risk
    ₹ 122.90 Cr
    Sundaram Arbitrage Fund - Direct Plan - GrowthSundaram Arbitrage Fund - Direct Plan - Growth
    --
    ₹ 15.34
    0.53%
    0.49%
    Low to Moderate Risk
    ₹ 254.53 Cr
    Sundaram Ultra Short Duration Fund- Direct Plan - Growth OptionSundaram Ultra Short Duration Fund- Direct Plan - Growth Option
    ₹ 2,951.70
    0.52%
    0.47%
    Low to Moderate Risk
    ₹ 2,367.80 Cr
    Sundaram Low Duration Fund Direct Plan Growth OptionSundaram Low Duration Fund Direct Plan Growth Option
    ₹ 3,742.36
    0.52%
    0.46%
    Moderate Risk
    ₹ 367.63 Cr
    Sundaram Money Market Direct GrowthSundaram Money Market Direct Growth
    ₹ 15.23
    0.51%
    0.43%
    Low to Moderate Risk
    ₹ 1,396.44 Cr
    Sundaram Liquid Fund -Direct Plan - Growth OptionSundaram Liquid Fund -Direct Plan - Growth Option
    --
    ₹ 2,343.70
    0.46%
    0.41%
    Moderate Risk
    ₹ 5,649.11 Cr
    Sundaram Global Brand Fund Direct Plan Growth Option
    Very High Risk--
    • NAV₹ 38.62
    • Fund Size₹ 122.90 Cr
    1 Month Return0.87%
    Category Return--
    Sundaram Arbitrage Fund - Direct Plan - Growth
    Low to Moderate Risk--
    • NAV₹ 15.34
    • Fund Size₹ 254.53 Cr
    1 Month Return0.53%
    Category Return0.49%
    Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
    Low to Moderate Risk
    • NAV₹ 2,951.70
    • Fund Size₹ 2,367.80 Cr
    1 Month Return0.52%
    Category Return0.47%
    Sundaram Low Duration Fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 3,742.36
    • Fund Size₹ 367.63 Cr
    1 Month Return0.52%
    Category Return0.46%
    Sundaram Money Market Direct Growth
    Low to Moderate Risk
    • NAV₹ 15.23
    • Fund Size₹ 1,396.44 Cr
    1 Month Return0.51%
    Category Return0.43%
    Sundaram Liquid Fund -Direct Plan - Growth Option
    Moderate Risk--
    • NAV₹ 2,343.70
    • Fund Size₹ 5,649.11 Cr
    1 Month Return0.46%
    Category Return0.41%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 71,226.78 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    customer@principalindia.com
    aum
    AUM
    ₹ 71,226.78 Cr (
    As on Jun 30, 2025
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQ's

    What is the category of Sundaram Focused Fund- Direct Plan - Growth Option ?
    The category of Sundaram Focused Fund- Direct Plan - Growth Option is Equity - Focused Fund
    What is the current NAV of Sundaram Focused Fund- Direct Plan - Growth Option ?
    The current NAV of Sundaram Focused Fund- Direct Plan - Growth Option as on Aug 07, 2025 is ₹175.10
    How safe is Sundaram Focused Fund- Direct Plan - Growth Option ?
    The risk level of Sundaram Focused Fund- Direct Plan - Growth Option is Very High.
    What are short term returns given by Sundaram Focused Fund- Direct Plan - Growth Option ?
    The return given by Sundaram Focused Fund- Direct Plan - Growth Option in 1 month is -3.12%, 3 months is 4.03%, 6 months is 3.16%, and 1 year is -0.57%
    What are the long term returns given by Sundaram Focused Fund- Direct Plan - Growth Option ?
    The return given by Sundaram Focused Fund- Direct Plan - Growth Option in 3 years is 15.75% and 5 years is 19.83%.
    What is the expense ratio of Sundaram Focused Fund- Direct Plan - Growth Option ?
    The expense ratio of Sundaram Focused Fund- Direct Plan - Growth Option is 1.30%
    What is the AUM of Sundaram Focused Fund- Direct Plan - Growth Option ?
    The assets under Management (AUM) of Sundaram Focused Fund- Direct Plan - Growth Option is Rs 1,112.64 crores.
    What is the minimum investment in Sundaram Focused Fund- Direct Plan - Growth Option ?
    The minimum Lumpsum investment in Sundaram Focused Fund- Direct Plan - Growth Option is ₹300.00 and the minimum SIP investment in Sundaram Focused Fund- Direct Plan - Growth Option is ₹100.00
    What is the asset allocation of Sundaram Focused Fund- Direct Plan - Growth Option?
    Sundaram Focused Fund- Direct Plan - Growth Option has an exposure of 93.87% in Equity and 6.13% in Cash & Money Market Securities

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