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Mutual Funds

Sundaram Focused Fund

Su

Sundaram Focused Fund

FocusedRank #15
2/5

NAV (2026-07-14)

161.23

AUM

₹1,053.04 Cr

Exp. Ratio: 2.3%

RISK LEVEL

Very High

Returns & Performance

1 Year0.36%1.28% vs cat avgRank #15
3 Year9.75%3.05% vs cat avgRank #21
5 Year9.82%1.98% vs cat avgRank #18
Since Launch14.39%--

Fund vs Category Average

1Y
0.36%-1.28%
3Y
9.75%-3.05%
5Y
9.82%-1.98%

Pros & Cons

Pros

No lock-in period
Decent 1Y category rank (#15)

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
Higher expense ratio (2.3%)
Overall rank #15 in category
ISININF173K01189
NAV₹161.23
NAV Date2026-07-14
AUM₹1,053.04 Cr
Expense Ratio2.3%
RiskVery High
Rating2 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹300
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26

INVESTMENT OBJECTIVE

The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.

Exit Load0.25%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Ashwin Jain

Mr. Jain is a B.E. and PGDM.

Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.

Top Holdings

Holdings data not available for this scheme