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Sundaram Mutual Fund · Equity: Focused
Sundaram Focused Fund Growth Option
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization
EquityBenchmark · Nifty 500 TRITER · 2.30%Inception · 05-01-2013
NAV
₹169.01
+0.08% · as of 28-08-2026
Since inception
14.55%
CAGR
Benchmark (inception)
12.15%
CAGR
Fund size
₹1,068 Cr
AUM
Expense ratio
2.30%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +14.55% CAGR vs benchmark +12.15%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-7.70%
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.63%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.21%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-5.54%
CRAFTSMAN AUTOMATION LIMITED EQ5.42%
HAPPY FORGINGS LIMITED EQ NEW FV RS.2/-5.02%
Kotak Mahindra Bank Limited4.99%
TREPS4.86%
TRIVENI TURBINE LIMITED EQ4.32%
AVENUE SUPERMARTS LIMITED EQ3.64%
Sector allocation
Financial Services34.35%
Automobile and Auto Components13.58%
Capital Goods9.34%
Consumer Services8.89%
Information Technology7.97%
Telecommunication6.21%
Healthcare5.97%
Services2.87%
Fast Moving Consumer Goods2.84%
Chemicals2.52%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.6% p.a.₹10,000
10 years
Projected value
₹27,10,539
Invested: ₹12,00,000
Gained: ₹15,10,539
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
A
Ashwin Jain, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149532
ISIN (Growth)
INF173K01189
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Focused funds
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