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Fund Overview of Sundaram Focused-growth
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₹1,099.5 CrAUM
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₹163.00NAV
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2.26%Expense Ratio
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EquityFund Category
Returns of Sundaram Focused-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.12% | NA | 3.06% |
| 6 Months | 12.24% | NA | 12.13% |
| 1 Year | -3.64% | -3.64% | 0.23% |
| 2 Years | 28.42% | 13.32% | 19.05% |
| 3 Years | 48.63% | 14.12% | 17.87% |
| 5 Years | 132.11% | 18.34% | 20.71% |
| 7 Years | 177.14% | 15.68% | NA |
| 10 Years | 246.61% | 13.24% | 14.09% |
Asset Allocation
equities
94.93%other assets or cash equivalents
5.07%Sundaram Focused-growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 11 Nov 2005, the fund aims Long term Capital Growth. Investment in equity & equity related securities including equity derivatives upto a maximum of 30 stocks across market capitalization. It manages assets worth ₹1,099.5 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.26%. Fund Manager Manager EducationAbout Sundaram Focused-growth
The portfolio allocation consists of 94.93% in equities, 5.07% in other assets or cash equivalents. Managed by Ashwin Jain, it has delivered a return of -3.64% in the last year, a total return since inception of 14.94%.
Key Metrics of Sundaram Focused-growth
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Standard Deviation11.80%
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Sharpe Ratio0.54%
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Alpha-0.34%
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Beta0.84%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Flexi Cap Fund Direct-growth  |
₹23,127 | 1.98% | 5.09% | 12.94% | 18.74% | 19.47% |
| Aditya Birla Sun Life Focused Fund Direct-growth |
₹7,731 | 2.34% | 5.62% | 10.99% | 17.43% | 18.53% |
| Aditya Birla Sun Life Flexi Cap Fund Regular-growth |
₹23,127 | 1.91% | 4.87% | 12.06% | 17.78% | 18.49% |
| Aditya Birla Sun Life Focused Fund Regular-growth |
₹7,731 | 2.26% | 5.37% | 9.97% | 16.33% | 17.43% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth |
₹411 | 2.21% | 3.85% | 12.33% | 17.09% | 15.50% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth |
₹411 | 2.09% | 3.53% | 10.93% | 15.55% | 13.87% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Sundaram Flexi Cap Fund Direct - Growth
|
₹2,087 | 1.42% | 2.47% | 6.67% | 11.38% | 16.58% |
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Sundaram Flexi Cap Fund Regular - Growth
|
₹2,087 | 1.29% | 2.11% | 5.93% | 9.86% | 14.81% |
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Sundaram Flexi Cap Fund Direct - Idcw
|
₹2,087 | 1.42% | 2.47% | 6.67% | 11.38% | 16.58% |
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Sundaram Flexi Cap Fund Regular - Idcw
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₹2,087 | 1.29% | 2.11% | 5.93% | 9.86% | 14.81% |
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Sundaram Focused Fund Direct-growth
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₹1,100 | 0.16% | 1.71% | 4.79% | 4.39% | 14.37% |
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Sundaram Focused-idcw Half Yearly
|
₹1,100 | 0.07% | 1.47% | 4.28% | 3.39% | 13.20% |
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Sundaram Focused Fund Direct-idcw Half Yearly
|
₹1,100 | 0.16% | 1.71% | 4.79% | 4.39% | 14.37% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Flexi Cap Fund Regular-growth |
₹23,127 | ₹1,882.16 | 17.78% | 18.49% | 14.80% |
| Aditya Birla Sun Life Flexi Cap Fund Direct-growth |
₹23,127 | ₹2,109.08 | 18.74% | 19.47% | 15.84% |
| Aditya Birla Sun Life Focused Fund Direct-growth |
₹7,731 | ₹166.98 | 17.43% | 18.53% | 14.63% |
| Aditya Birla Sun Life Focused Fund Regular-growth |
₹7,731 | ₹147.76 | 16.33% | 17.43% | 13.49% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth |
₹411 | ₹23.05 | 17.09% | 15.50% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth |
₹411 | ₹20.81 | 15.55% | 13.87% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 9.64% | ₹106.05 Cr |
| Hdfc Bank Ltd | Financial | 9.46% | ₹103.75 Cr |
| Hdfc Bank Ltd | Financial | 9.46% | ₹103.75 Cr |
| Icici Bank Ltd | Financial | 9.38% | ₹103.11 Cr |
| Hdfc Bank Ltd | Financial | 9.32% | ₹99.94 Cr |
| Hdfc Bank Ltd | Financial | 9.32% | ₹99.94 Cr |
| Icici Bank Ltd | Financial | 8.75% | ₹93.83 Cr |
| Icici Bank Ltd | Financial | 8.75% | ₹93.83 Cr |
| Icici Bank Ltd | Financial | 6.57% | ₹72.09 Cr |
| Icici Bank Ltd | Financial | 6.57% | ₹72.09 Cr |
| Repo | Unspecified | 6.67% | ₹71.57 Cr |
| Repo | Unspecified | 6.67% | ₹71.57 Cr |
| Bharti Airtel Ltd | Technology | 6.46% | ₹70.88 Cr |
| Bharti Airtel Ltd | Technology | 6.46% | ₹70.88 Cr |
| Bharti Airtel Ltd | Technology | 6.01% | ₹66.04 Cr |
| Bharti Airtel Ltd | Technology | 6.04% | ₹64.80 Cr |
| Bharti Airtel Ltd | Technology | 6.04% | ₹64.80 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.36% | ₹58.81 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.36% | ₹58.81 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.37% | ₹57.64 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.37% | ₹57.64 Cr |
| Kotak Mahindra Bank Ltd | Financial | 5.06% | ₹55.45 Cr |
| Kotak Mahindra Bank Ltd | Financial | 5.06% | ₹55.45 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.90% | ₹52.56 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.90% | ₹52.56 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.75% | ₹52.19 Cr |
| Repo | Unspecified | 4.70% | ₹51.70 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 4.79% | ₹51.41 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 4.79% | ₹51.41 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 4.65% | ₹51.10 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 4.61% | ₹50.55 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 4.61% | ₹50.55 Cr |
| Infosys Ltd | Technology | 4.39% | ₹48.27 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 4.43% | ₹47.55 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 4.43% | ₹47.55 Cr |
| Infosys Ltd | Technology | 4.32% | ₹47.41 Cr |
| Infosys Ltd | Technology | 4.32% | ₹47.41 Cr |
| Repo | Unspecified | 4.29% | ₹47.07 Cr |
| Repo | Unspecified | 4.29% | ₹47.07 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 4.27% | ₹46.96 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 4.25% | ₹46.73 Cr |
| Infosys Ltd | Technology | 4.30% | ₹46.12 Cr |
| Infosys Ltd | Technology | 4.30% | ₹46.12 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 4.19% | ₹46.10 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 4.17% | ₹45.72 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 4.17% | ₹45.72 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 4.00% | ₹42.94 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 4.00% | ₹42.94 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.72% | ₹40.94 Cr |
| Happy Forgings Ltd. | Materials | 3.66% | ₹40.15 Cr |
| Happy Forgings Ltd. | Materials | 3.66% | ₹40.15 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.63% | ₹39.85 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.63% | ₹39.85 Cr |
| Happy Forgings Ltd. | Materials | 3.38% | ₹37.18 Cr |
| Happy Forgings Ltd. | Materials | 3.36% | ₹36.07 Cr |
| Happy Forgings Ltd. | Materials | 3.36% | ₹36.07 Cr |
| Interglobe Aviation Ltd | Industrials | 3.24% | ₹35.62 Cr |
| Triveni Turbine Ltd | Industrials | 3.23% | ₹35.52 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.21% | ₹35.20 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.21% | ₹35.20 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.15% | ₹34.50 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.15% | ₹34.50 Cr |
| Pi Industries Ltd | Materials | 3.12% | ₹34.35 Cr |
| Interglobe Aviation Ltd | Industrials | 3.09% | ₹33.90 Cr |
| Interglobe Aviation Ltd | Industrials | 3.09% | ₹33.90 Cr |
| Interglobe Aviation Ltd | Industrials | 3.14% | ₹33.71 Cr |
| Interglobe Aviation Ltd | Industrials | 3.14% | ₹33.71 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.06% | ₹33.68 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.10% | ₹33.28 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.10% | ₹33.28 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.01% | ₹33.13 Cr |
| Pi Industries Ltd | Materials | 3.01% | ₹32.99 Cr |
| Pi Industries Ltd | Materials | 3.01% | ₹32.99 Cr |
| Tech Mahindra Ltd | Technology | 3.00% | ₹32.93 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.00% | ₹32.23 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.00% | ₹32.23 Cr |
| Tech Mahindra Ltd | Technology | 2.92% | ₹32.05 Cr |
| Tech Mahindra Ltd | Technology | 2.92% | ₹32.05 Cr |
| Info Edge (india) Ltd | Technology | 2.91% | ₹32.02 Cr |
| Triveni Turbine Ltd | Industrials | 2.89% | ₹31.72 Cr |
| Triveni Turbine Ltd | Industrials | 2.89% | ₹31.72 Cr |
| Tech Mahindra Ltd | Technology | 2.94% | ₹31.51 Cr |
| Tech Mahindra Ltd | Technology | 2.94% | ₹31.51 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.85% | ₹31.35 Cr |
| Pi Industries Ltd | Materials | 2.88% | ₹30.94 Cr |
| Pi Industries Ltd | Materials | 2.88% | ₹30.94 Cr |
| Triveni Turbine Ltd | Industrials | 2.87% | ₹30.75 Cr |
| Triveni Turbine Ltd | Industrials | 2.87% | ₹30.75 Cr |
| Info Edge (india) Ltd | Technology | 2.81% | ₹30.11 Cr |
| Info Edge (india) Ltd | Technology | 2.81% | ₹30.11 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.60% | ₹28.49 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.60% | ₹28.49 Cr |
| Info Edge (india) Ltd | Technology | 2.54% | ₹27.83 Cr |
| Info Edge (india) Ltd | Technology | 2.54% | ₹27.83 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.59% | ₹27.74 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.59% | ₹27.74 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.57% | ₹27.62 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.57% | ₹27.62 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.51% | ₹27.56 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.51% | ₹27.56 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.48% | ₹27.31 Cr |
| City Union Bank Ltd | Financial | 2.41% | ₹26.41 Cr |
| City Union Bank Ltd | Financial | 2.41% | ₹26.41 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.39% | ₹26.25 Cr |
| City Union Bank Ltd | Financial | 2.25% | ₹24.75 Cr |
| City Union Bank Ltd | Financial | 2.30% | ₹24.69 Cr |
| City Union Bank Ltd | Financial | 2.30% | ₹24.69 Cr |
| Go Digit General Insurance Ltd. | Financial | 2.03% | ₹22.30 Cr |
| Go Digit General Insurance Ltd. | Financial | 2.03% | ₹22.30 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 2.02% | ₹22.14 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 2.02% | ₹22.14 Cr |
| Trent Ltd | Consumer Discretionary | 2.01% | ₹22.01 Cr |
| Trent Ltd | Consumer Discretionary | 2.01% | ₹22.01 Cr |
| Kec International Ltd | Diversified | 2.01% | ₹21.52 Cr |
| Kec International Ltd | Diversified | 2.01% | ₹21.52 Cr |
| Kec International Ltd | Diversified | 1.93% | ₹21.23 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 1.92% | ₹20.54 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 1.92% | ₹20.54 Cr |
| Kec International Ltd | Diversified | 1.84% | ₹20.16 Cr |
| Kec International Ltd | Diversified | 1.84% | ₹20.16 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.83% | ₹20.11 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.83% | ₹20.11 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 1.83% | ₹20.11 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 1.83% | ₹20.11 Cr |
| Cash/net Current Assets | Unspecified | 1.87% | ₹20.10 Cr |
| Cash/net Current Assets | Unspecified | 1.87% | ₹20.10 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.83% | ₹19.63 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.83% | ₹19.63 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.65% | ₹18.11 Cr |
| Hcl Technologies Ltd | Technology | 1.43% | ₹15.67 Cr |
| Hcl Technologies Ltd | Technology | 1.43% | ₹15.67 Cr |
| Hcl Technologies Ltd | Technology | 1.36% | ₹14.92 Cr |
| Hcl Technologies Ltd | Technology | 1.31% | ₹14.08 Cr |
| Hcl Technologies Ltd | Technology | 1.31% | ₹14.08 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 0.86% | ₹9.18 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 0.86% | ₹9.18 Cr |
| Cash/net Current Assets | Unspecified | 0.78% | ₹8.57 Cr |
| Cash/net Current Assets | Unspecified | 0.78% | ₹8.57 Cr |
| Aavas Financiers Ltd | Financial | 0.22% | ₹2.45 Cr |
| Aavas Financiers Ltd | Financial | 0.22% | ₹2.45 Cr |
| Cash/net Current Assets | Unspecified | 0.18% | ₹2.00 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.06% | ₹0.68 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.06% | ₹0.68 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.06% | ₹0.67 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.06% | ₹0.67 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Flexi Cap Fund Direct-growth |
₹2,109.08 | 18.74% | 19.47% | - |
| Aditya Birla Sun Life Focused Fund Direct-growth |
₹166.98 | 17.43% | 18.53% | - |
| Aditya Birla Sun Life Flexi Cap Fund Regular-growth |
₹1,882.16 | 17.78% | 18.49% | - |
| Aditya Birla Sun Life Focused Fund Regular-growth |
₹147.76 | 16.33% | 17.43% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth |
₹23.05 | 17.09% | 15.50% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth |
₹20.81 | 15.55% | 13.87% | - |
growth is based on 5Y returns of the funds
Sundaram Focused-growth
What is the current AUM of Sundaram Focused-growth?
As of Thu Jul 31, 2025, Sundaram Focused-growth manages assets worth ₹1,099.5 crore
How has Sundaram Focused-growth performed recently?
- 3 Months: -1.12%
- 6 Months: 12.24%
What is the long-term performance of Sundaram Focused-growth?
- 3 Years CAGR: 14.12%
- 5 Years CAGR: 18.34%
- Since Inception: 14.94%
What is the portfolio composition of Sundaram Focused-growth?
Equity: 94.93%, Others: 5.07%.
Who manages Sundaram Focused-growth?
Sundaram Focused-growth is managed by Ashwin Jain from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Focused-growth?
Large Cap: 73.43%, Mid Cap: 5.30%, Small Cap: 21.27%.
Which are the top companies Sundaram Focused-growth has invested in?
- HDFC Bank Ltd – 9.64% of the fund's portfolio
- HDFC Bank Ltd – 9.46% of the fund's portfolio
- HDFC Bank Ltd – 9.46% of the fund's portfolio
- ICICI Bank Ltd – 9.38% of the fund's portfolio
- HDFC Bank Ltd – 9.32% of the fund's portfolio
Which are the major sectors Sundaram Focused-growth focuses on?
- Financial – 148.07% of the fund's portfolio
- Technology – 87.81% of the fund's portfolio
- Consumer Discretionary – 75.12% of the fund's portfolio
- Consumer Staples – 35.77% of the fund's portfolio
- Materials – 32.34% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
