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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 · 2.32%Inception · 05-01-2013
NAV
₹158.77
-0.27% · as of 14-10-2026
Since inception
14.12%
CAGR
Benchmark (inception)
11.88%
CAGR
Fund size
₹1,032 Cr
AUM
Expense ratio
2.32%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +14.12% CAGR vs benchmark +11.88%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-7.96%
ICICI BANK LIMITED EQ NEW FV RS. 2/-7.00%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.07%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-5.51%
CRAFTSMAN AUTOMATION LIMITED EQ5.45%
HAPPY FORGINGS LIMITED EQ NEW FV RS.2/-5.36%
Kotak Mahindra Bank Limited4.91%
TRIVENI TURBINE LIMITED EQ3.88%
AVENUE SUPERMARTS LIMITED EQ3.80%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-3.70%
Sector allocation
Financial Services35.26%
Automobile and Auto Components14.37%
Capital Goods9.24%
Consumer Services9.18%
Information Technology6.94%
Telecommunication6.07%
Healthcare3.70%
Services3.38%
Fast Moving Consumer Goods2.50%
Chemicals2.24%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.1% p.a.₹10,000
10 years
Projected value
₹26,40,165
Invested: ₹12,00,000
Gained: ₹14,40,165
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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