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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 Mar 31, 2025
i
Price per unit of the scheme.
₹ 165.6862 -0.01% 1 Day Change
3.48%
Minimum Investment ₹300
Expense Ratio 1.30%

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

RISK-O-METER

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

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

RETURN CALCULATOR

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

FUND MANAGER

Ravi Gopalakrishnan
i
Lead Fund Manager.
Oct 11, 2019- Present
  • Fund Manager Rank 23 Out 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 managed 8
  • Total AUM ₹ 24,815.71 Cr
  • Highest Return In 1 Yr 12.25 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹88.20
8.80%
6.07%
Very High Risk
₹5,861.32Cr
--
₹21.46
5.33%
6.55%
Very High Risk
₹3,127.57Cr
₹165.69
3.48%
5.82%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹88.20
-7.46%
-8.85%
Very High Risk
₹5,861.32Cr
--
₹21.46
-3.33%
-3.52%
Very High Risk
₹3,127.57Cr
₹165.69
-6.71%
-7.27%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹88.20
-11.77%
-14.07%
Very High Risk
₹5,861.32Cr
--
₹21.46
-10.49%
-11.79%
Very High Risk
₹3,127.57Cr
₹165.69
-12.40%
-13.67%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹88.20
9.08%
7.33%
Very High Risk
₹5,861.32Cr
₹21.46
4.54%
5.76%
Very High Risk
₹3,127.57Cr
₹165.69
5.66%
6.26%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹88.20
14.97%
16.20%
Very High Risk
₹5,861.32Cr
--
₹21.46
13.06%
13.18%
Very High Risk
₹3,127.57Cr
₹165.69
13.01%
14.13%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹88.20
26.56%
27.03%
Very High Risk
₹5,861.32Cr
--
₹21.46
--
23.24%
Very High Risk
₹3,127.57Cr
₹165.69
23.50%
24.10%
Very High Risk
₹1,007.19Cr
Sundaram large and Mid Cap - Direct Plan - Growth Option Sundaram large and Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV ₹88.20
  • Fund Size ₹5,861.32Cr
Fund Return 8.80%
Category Return 6.07%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return 5.33%
Category Return 6.55%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return 3.48%
Category Return 5.82%
Sundaram large and Mid Cap - Direct Plan - Growth Option Sundaram large and Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV ₹88.20
  • Fund Size ₹5,861.32Cr
Fund Return -7.46%
Category Return -8.85%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return -3.33%
Category Return -3.52%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return -6.71%
Category Return -7.27%
Sundaram large and Mid Cap - Direct Plan - Growth Option Sundaram large and Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV ₹88.20
  • Fund Size ₹5,861.32Cr
Fund Return -11.77%
Category Return -14.07%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return -10.49%
Category Return -11.79%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return -12.40%
Category Return -13.67%
Sundaram large and Mid Cap - Direct Plan - Growth Option Sundaram large and Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV ₹88.20
  • Fund Size ₹5,861.32Cr
Fund Return 9.08%
Category Return 7.33%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return 4.54%
Category Return 5.76%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return 5.66%
Category Return 6.26%
Sundaram large and Mid Cap - Direct Plan - Growth Option Sundaram large and Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV ₹88.20
  • Fund Size ₹5,861.32Cr
Fund Return 14.97%
Category Return 16.20%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return 13.06%
Category Return 13.18%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return 13.01%
Category Return 14.13%
Sundaram large and Mid Cap - Direct Plan - Growth Option Sundaram large and Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV ₹88.20
  • Fund Size ₹5,861.32Cr
Fund Return 26.56%
Category Return 27.03%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return --
Category Return 23.24%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return 23.50%
Category Return 24.10%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Sudhir Kedia
May 16, 2022- Present
  • Schemes managed 7
  • Total AUM ₹ 11,992.28 Cr
  • Highest Return In 1 Yr 10.83 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹215.77
6.04%
5.97%
Very High Risk
₹1,361.57Cr
--
₹21.46
5.33%
6.55%
Very High Risk
₹3,127.57Cr
₹165.69
3.48%
5.82%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹215.77
-4.29%
-7.63%
Very High Risk
₹1,361.57Cr
--
₹21.46
-3.33%
-3.52%
Very High Risk
₹3,127.57Cr
₹165.69
-6.71%
-7.27%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹215.77
-10.72%
-13.46%
Very High Risk
₹1,361.57Cr
--
₹21.46
-10.49%
-11.79%
Very High Risk
₹3,127.57Cr
₹165.69
-12.40%
-13.67%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹215.77
5.68%
6.12%
Very High Risk
₹1,361.57Cr
₹21.46
4.54%
5.76%
Very High Risk
₹3,127.57Cr
₹165.69
5.66%
6.26%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹215.77
12.99%
14.91%
Very High Risk
₹1,361.57Cr
--
₹21.46
13.06%
13.18%
Very High Risk
₹3,127.57Cr
₹165.69
13.01%
14.13%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹215.77
24.06%
25.36%
Very High Risk
₹1,361.57Cr
--
₹21.46
--
23.24%
Very High Risk
₹3,127.57Cr
₹165.69
23.50%
24.10%
Very High Risk
₹1,007.19Cr
Sundaram Diversified Equity - Direct Plan - Growth Option Sundaram Diversified Equity - Direct Plan - Growth Option
Very High Risk
  • NAV ₹215.77
  • Fund Size ₹1,361.57Cr
Fund Return 6.04%
Category Return 5.97%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return 5.33%
Category Return 6.55%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return 3.48%
Category Return 5.82%
Sundaram Diversified Equity - Direct Plan - Growth Option Sundaram Diversified Equity - Direct Plan - Growth Option
Very High Risk
  • NAV ₹215.77
  • Fund Size ₹1,361.57Cr
Fund Return -4.29%
Category Return -7.63%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return -3.33%
Category Return -3.52%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return -6.71%
Category Return -7.27%
Sundaram Diversified Equity - Direct Plan - Growth Option Sundaram Diversified Equity - Direct Plan - Growth Option
Very High Risk
  • NAV ₹215.77
  • Fund Size ₹1,361.57Cr
Fund Return -10.72%
Category Return -13.46%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return -10.49%
Category Return -11.79%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return -12.40%
Category Return -13.67%
Sundaram Diversified Equity - Direct Plan - Growth Option Sundaram Diversified Equity - Direct Plan - Growth Option
Very High Risk
  • NAV ₹215.77
  • Fund Size ₹1,361.57Cr
Fund Return 5.68%
Category Return 6.12%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return 4.54%
Category Return 5.76%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return 5.66%
Category Return 6.26%
Sundaram Diversified Equity - Direct Plan - Growth Option Sundaram Diversified Equity - Direct Plan - Growth Option
Very High Risk
  • NAV ₹215.77
  • Fund Size ₹1,361.57Cr
Fund Return 12.99%
Category Return 14.91%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return 13.06%
Category Return 13.18%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return 13.01%
Category Return 14.13%
Sundaram Diversified Equity - Direct Plan - Growth Option Sundaram Diversified Equity - Direct Plan - Growth Option
Very High Risk
  • NAV ₹215.77
  • Fund Size ₹1,361.57Cr
Fund Return 24.06%
Category Return 25.36%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return --
Category Return 23.24%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return 23.50%
Category Return 24.10%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
S. Bharath
Jul 1, 2024- Present
  • Schemes managed 9
  • Total AUM ₹ 32,530.23 Cr
  • Highest Return In 1 Yr 13.35 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹1,345.07
8.43%
7.01%
Very High Risk
₹10,450.74Cr
₹174.04
6.07%
5.01%
High Risk
₹5,236.37Cr
₹31.89
2.55%
1.95%
Moderately High risk
₹26.70Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹1,345.07
-9.77%
-10.71%
Very High Risk
₹10,450.74Cr
₹174.04
-3.32%
-4.88%
High Risk
₹5,236.37Cr
₹31.89
1.13%
0.13%
Moderately High risk
₹26.70Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹1,345.07
-13.41%
-15.10%
Very High Risk
₹10,450.74Cr
₹174.04
-7.72%
-9.38%
High Risk
₹5,236.37Cr
₹31.89
0.16%
0.88%
Moderately High risk
₹26.70Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹1,345.07
13.35%
8.97%
Very High Risk
₹10,450.74Cr
₹174.04
8.52%
7.27%
High Risk
₹5,236.37Cr
₹31.89
7.56%
7.24%
Moderately High risk
₹26.70Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹1,345.07
22.73%
19.17%
Very High Risk
₹10,450.74Cr
₹174.04
13.07%
13.16%
High Risk
₹5,236.37Cr
₹31.89
8.19%
8.57%
Moderately High risk
₹26.70Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹1,345.07
31.30%
31.27%
Very High Risk
₹10,450.74Cr
₹174.04
20.95%
21.32%
High Risk
₹5,236.37Cr
₹31.89
10.79%
10.52%
Moderately High risk
₹26.70Cr
Sundaram Mid Cap - Direct Plan - Growth Option Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV ₹1,345.07
  • Fund Size ₹10,450.74Cr
Fund Return 8.43%
Category Return 7.01%
Sundaram Aggressive Hybrid Fund Direct Plan Growth Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV ₹174.04
  • Fund Size ₹5,236.37Cr
Fund Return 6.07%
Category Return 5.01%
Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
Moderately High risk
  • NAV ₹31.89
  • Fund Size ₹26.70Cr
Fund Return 2.55%
Category Return 1.95%
Sundaram Mid Cap - Direct Plan - Growth Option Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV ₹1,345.07
  • Fund Size ₹10,450.74Cr
Fund Return -9.77%
Category Return -10.71%
Sundaram Aggressive Hybrid Fund Direct Plan Growth Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV ₹174.04
  • Fund Size ₹5,236.37Cr
Fund Return -3.32%
Category Return -4.88%
Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
Moderately High risk
  • NAV ₹31.89
  • Fund Size ₹26.70Cr
Fund Return 1.13%
Category Return 0.13%
Sundaram Mid Cap - Direct Plan - Growth Option Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV ₹1,345.07
  • Fund Size ₹10,450.74Cr
Fund Return -13.41%
Category Return -15.10%
Sundaram Aggressive Hybrid Fund Direct Plan Growth Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV ₹174.04
  • Fund Size ₹5,236.37Cr
Fund Return -7.72%
Category Return -9.38%
Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
Moderately High risk
  • NAV ₹31.89
  • Fund Size ₹26.70Cr
Fund Return 0.16%
Category Return 0.88%
Sundaram Mid Cap - Direct Plan - Growth Option Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV ₹1,345.07
  • Fund Size ₹10,450.74Cr
Fund Return 13.35%
Category Return 8.97%
Sundaram Aggressive Hybrid Fund Direct Plan Growth Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV ₹174.04
  • Fund Size ₹5,236.37Cr
Fund Return 8.52%
Category Return 7.27%
Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
Moderately High risk
  • NAV ₹31.89
  • Fund Size ₹26.70Cr
Fund Return 7.56%
Category Return 7.24%
Sundaram Mid Cap - Direct Plan - Growth Option Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV ₹1,345.07
  • Fund Size ₹10,450.74Cr
Fund Return 22.73%
Category Return 19.17%
Sundaram Aggressive Hybrid Fund Direct Plan Growth Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV ₹174.04
  • Fund Size ₹5,236.37Cr
Fund Return 13.07%
Category Return 13.16%
Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
Moderately High risk
  • NAV ₹31.89
  • Fund Size ₹26.70Cr
Fund Return 8.19%
Category Return 8.57%
Sundaram Mid Cap - Direct Plan - Growth Option Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV ₹1,345.07
  • Fund Size ₹10,450.74Cr
Fund Return 31.30%
Category Return 31.27%
Sundaram Aggressive Hybrid Fund Direct Plan Growth Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV ₹174.04
  • Fund Size ₹5,236.37Cr
Fund Return 20.95%
Category Return 21.32%
Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
Moderately High risk
  • NAV ₹31.89
  • Fund Size ₹26.70Cr
Fund Return 10.79%
Category Return 10.52%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Ashwin Jain
Oct 21, 2024- Present
  • Schemes managed 2
  • Total AUM ₹ 4,134.76 Cr
  • Highest Return In 1 Yr 5.66 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹21.46
5.33%
6.55%
Very High Risk
₹3,127.57Cr
₹165.69
3.48%
5.82%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹21.46
-3.33%
-3.52%
Very High Risk
₹3,127.57Cr
₹165.69
-6.71%
-7.27%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹21.46
-10.49%
-11.79%
Very High Risk
₹3,127.57Cr
₹165.69
-12.40%
-13.67%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹21.46
4.54%
5.76%
Very High Risk
₹3,127.57Cr
₹165.69
5.66%
6.26%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹21.46
13.06%
13.18%
Very High Risk
₹3,127.57Cr
₹165.69
13.01%
14.13%
Very High Risk
₹1,007.19Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹21.46
--
23.24%
Very High Risk
₹3,127.57Cr
₹165.69
23.50%
24.10%
Very High Risk
₹1,007.19Cr
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return 5.33%
Category Return 6.55%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return 3.48%
Category Return 5.82%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return -3.33%
Category Return -3.52%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return -6.71%
Category Return -7.27%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return -10.49%
Category Return -11.79%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return -12.40%
Category Return -13.67%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return 4.54%
Category Return 5.76%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return 5.66%
Category Return 6.26%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return 13.06%
Category Return 13.18%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return 13.01%
Category Return 14.13%
Sundaram Large Cap Fund Dir Gr Sundaram Large Cap Fund Dir Gr
Very High Risk --
  • NAV ₹21.46
  • Fund Size ₹3,127.57Cr
Fund Return --
Category Return 23.24%
Sundaram Focused Fund- Direct Plan - Growth Option Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV ₹165.69
  • Fund Size ₹1,007.19Cr
Fund Return 23.50%
Category Return 24.10%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Feb 2025
EQUITY (95.59%)
DEBT (0.33%)
CASH (4.08%)
OTHERS (0.00%)
Allocation by Market Cap

PERFORMANCE 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.

HISTORICAL 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.
    0.18
    This Fund
    VS
    0.38
    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.
    0.92
    This Fund
    VS
    0.92
    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.
    0.72
    This Fund
    VS
    0.76
    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.
    92.82
    This Fund
    VS
    87.32
    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.
    0.46
    This Fund
    VS
    0.46
    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.
    13.89
    This Fund
    VS
    14.34
    Category Avg
Benchmark used in calculation : BSE 500 India TR INR

PEER ANALYSIS

  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹14.30
10.08%
5.82%
Very High Risk
₹439.93 Cr
₹22.61
8.94%
5.82%
Very High Risk
₹580.08 Cr
₹95.44
8.59%
5.82%
Very High Risk
₹9,532.60 Cr
₹44.70
8.45%
5.82%
Very High Risk
₹1,306.57 Cr
₹57.28
8.12%
5.82%
Very High Risk
₹2,392.95 Cr
--
₹19.49
7.80%
5.82%
Very High Risk
₹2,270.47 Cr
ITI Focused Equity Fund Direct Growth ITI Focused Equity Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹14.30
  • Fund Size ₹439.93 Cr
Fund Return 10.08%
Category Return 5.82%
Baroda BNP Paribas Focused Direct Growth Baroda BNP Paribas Focused Direct Growth
VERY HIGH RISK
  • NAV ₹22.61
  • Fund Size ₹580.08 Cr
Fund Return 8.94%
Category Return 5.82%
ICICI Prudential Focused Equity Fund Direct Plan Growth ICICI Prudential Focused Equity Fund Direct Plan Growth
VERY HIGH RISK
  • NAV ₹95.44
  • Fund Size ₹9,532.60 Cr
Fund Return 8.59%
Category Return 5.82%
Motilal Oswal Focused Direct Growth Motilal Oswal Focused Direct Growth
VERY HIGH RISK
  • NAV ₹44.70
  • Fund Size ₹1,306.57 Cr
Fund Return 8.45%
Category Return 5.82%
DSP Focus Fund Direct Plan Growth DSP Focus Fund Direct Plan Growth
VERY HIGH RISK
  • NAV ₹57.28
  • Fund Size ₹2,392.95 Cr
Fund Return 8.12%
Category Return 5.82%
Canara Robeco Focused Equity Fund Direct Growth Canara Robeco Focused Equity Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹19.49
  • Fund Size ₹2,270.47 Cr
Fund Return 7.80%
Category Return 5.82%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹91.47
10.97%
9.98%
Very High Risk
₹803.89 Cr
₹88.20
8.80%
6.07%
Very High Risk
₹5,861.32 Cr
₹1,345.07
8.43%
7.01%
Very High Risk
₹10,450.74 Cr
₹169.24
8.28%
--
Very High Risk
₹92.23 Cr
₹386.77
7.93%
7.06%
Very High Risk
₹2,416.58 Cr
₹139.45
7.62%
5.75%
Very High Risk
₹806.50 Cr
Sundaram Infrastructure Advantage Fund Direct Growth Sundaram Infrastructure Advantage Fund Direct Growth
VERY HIGH RISK
  • NAV ₹91.47
  • Fund Size ₹803.89 Cr
Fund Return 10.97%
Category Return 9.98%
Sundaram large and Mid Cap - Direct Plan - Growth Option Sundaram large and Mid Cap - Direct Plan - Growth Option
VERY HIGH RISK
  • NAV ₹88.20
  • Fund Size ₹5,861.32 Cr
Fund Return 8.80%
Category Return 6.07%
Sundaram Mid Cap - Direct Plan - Growth Option Sundaram Mid Cap - Direct Plan - Growth Option
VERY HIGH RISK
  • NAV ₹1,345.07
  • Fund Size ₹10,450.74 Cr
Fund Return 8.43%
Category Return 7.01%
Sundaram Nifty 100 Equal Wgt Dir Gr Sundaram Nifty 100 Equal Wgt Dir Gr
VERY HIGH RISK
  • NAV ₹169.24
  • Fund Size ₹92.23 Cr
Fund Return 8.28%
Category Return --
Sundaram Multi Cap Fund-Direct Plan - Option Sundaram Multi Cap Fund-Direct Plan - Option
VERY HIGH RISK
  • NAV ₹386.77
  • Fund Size ₹2,416.58 Cr
Fund Return 7.93%
Category Return 7.06%
Sundaram Dividend Yield Fund - Direct Plan - Growth Option Sundaram Dividend Yield Fund - Direct Plan - Growth Option
VERY HIGH RISK
  • NAV ₹139.45
  • Fund Size ₹806.50 Cr
Fund Return 7.62%
Category Return 5.75%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth ₹ 61,992.70 crores. It’s current offering of mutual fund schemes includes 32 equity, 10 debt and 5 hybrid schemes.
Phone
+91 44 28583362/3367
Email
customer@principalindia.com
AUM
₹ 61,992.70 Cr (
As on Feb 2025
)
Address
Sundaram Towers, ,Chennai ,600 014

FAQ’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 Mar 31, 2025) is ₹ 165.69
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 3.48%, 3 months is -6.71%, 6 months is -12.40%, and 1 year is 5.66%.
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 13.01% and 5 years is 23.50%.
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 1,007.19 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 and the minimum SIP investment in Sundaram Focused Fund- Direct Plan - Growth Option is ₹100
What is the asset allocation of Sundaram Focused Fund- Direct Plan - Growth Option?
The Sundaram Focused Fund- Direct Plan - Growth Option has an exposure of 95.59% in Equity, 0.33% in Debt and 4.08% in Cash & Money Market Securities
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