Sundaram Focused Fund Growth

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Equity
Focused Fund
Rating 3
Plan

160.79 +0.50 (0.31%) NAV as on 11 Dec, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)1102.59
CAGR -3.06%
Exit Load0.25%
Expense ratio2.26%
CategoryEquity
Min Investment300
Min SIP100
Launch Date2005-11-11

Asset Allocation

Holdings As On - 12 December 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

HDFC Bank
103.76
9.46%

ICICI Bank
72.09
6.57%

Bharti Airtel
70.89
6.46%

TVS Motor Company
58.81
5.36%

Kotak Mahindra Bank
55.45
5.06%

Craftsman Automation
50.56
4.61%

Infosys
47.42
4.32%

Treps
47.08
4.29%

Happy Forgings
40.15
3.66%

Peer Comparison

Fund Name
HSBC Focused Fund Regular Growth-3.56%
Quant Focused fund Growth-2.26%
Sundaram Focused Fund Growth-3.06%
Edelweiss Focused Fund Regular Growth-2.96%
Motilal Oswal Focused Regular Growth-8.52%

Risk & Volitility

Alpha 3.68%
Beta 0.87
Sharpe Ratio0.54
Std Deviation 11.33%
Tracking Error 5.69%

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 1102.59 crores & has delivered CAGR of 15.19% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 2.26%. 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 Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Bharti Airtel & TVS Motor Company.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Recreational Products & Communications Services.

Some of the similar funds are HSBC Focused Fund Regular Growth, Quant Focused fund Growth, Sundaram Focused Fund Growth, Edelweiss Focused Fund Regular Growth, Motilal Oswal Focused Regular Growth. Sundaram Focused Fund Growth has a sharpe ratio of 0.54 & a standard deviation of 11.33%.