Sundaram Focused Fund Growth
- Focused Fund
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹1,096.80 Cr
Expense Ratio
2.28%
Exit Load
0.25%
Min. Investment
₹300.00
Min. SIP
₹100.00
Launch Date
11 Nov 2005
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -4.38% | -- |
| 3 Months | -2.36% | -- |
| 6 Months | +7.4% | -- |
| 1 Year | -0.82% | -0.82% |
| 2 Years | -- | -1.18% |
| 3 Years | +27.12% | +8.33% |
| 5 Years | +43.61% | +7.51% |
| Since Launch | +1489.91% | +14.15% |
Holdings as on 8 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Happy Forgings | 88.62 | 8.08 |
| ICICI Bank | 77.92 | 7.10 |
| Treps | 75.07 | 6.84 |
| TVS Motor Company | 72.77 | 6.63 |
| Craftsman Automation | 67.95 | 6.20 |
| Bharti Airtel | 62.52 | 5.70 |
| Kotak Mahindra Bank | 55.31 | 5.04 |
| HDFC Bank | 40.59 | 3.70 |
| Apollo Hospitals Enterprise | 39.97 | 3.64 |
| Sedemac Mechatronics Ltd | 38.28 | 3.49 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.42
Sharpe Ratio
12.92%
Std. Deviation
5.69%
Tracking Error
3.68%
Alpha
0.87
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Quant Focused fund Growth | +7.16% | +12.25% | +11.24% |
| Motilal Oswal Focused Regular Growth | +24.34% | +13.65% | +9.47% |
| Sundaram Focused Fund Growth | -0.82% | +8.33% | +7.51% |
| Tata Focused Fund Regular Growth | -8.08% | +6.83% | +7.23% |
| Edelweiss Focused Fund Regular Growth | -5.42% | +9.44% | -- |
Results are calculated on CAGR basis
About Fund
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
The Sundaram Focused Fund Growth has an AUM of 1096.80 crores & has delivered CAGR of 7.51 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 2.28%. The minimum investment in Sundaram Focused Fund Growth is Rs 300 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Happy Forgings, ICICI Bank, Treps, TVS Motor Company.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Parts, Construction Services, Recreational Products.
Some of the similar funds are Quant Focused fund Growth, Motilal Oswal Focused Regular Growth, Sundaram Focused Fund Growth, Tata Focused Fund Regular Growth, Edelweiss Focused Fund Regular Growth. Sundaram Focused Fund Growth has a sharpe ratio of 0.42 & a standard deviation of 12.92%.
FAQs
According to the morning star rating Sundaram Focused Fund Growth has a Medium risk & Good return.
Sundaram Focused Fund Growth is managed by Ashwin Jain,Shalav Saket.
The expense ratio of Sundaram Focused Fund Growth is 2.28%.
The 5 year annualized return on Sundaram Focused Fund Growth is 7.51% & it has generated -0.82% in the last 1 year.
The minimum investment in Sundaram Focused Fund Growth is 300 Rs.
Sundaram Focused Fund Growth has an AUM of 1096.80 crores.
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