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16276
18076
Sundaram Focused Fund - Direct (G)
12.00
7.57
11.40
2.31
3.47
7.88
6.09
14.13
7
1.72
11.4
Sundaram Focused Fund - Direct (G)
1.72
11.4
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    188.36

    07 Aug 2026

  • -0.16%

     1 Day

  • 12.00%

    3Y CAGR returns

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  • ₹ 100

    Min SIP

  • ₹ 300

    Min Lumpsum

  • 1.32%

    Expense Ratio

  • 3

     Rating

  • 1,053 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 07 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 7.57%
  • 12.00%
  • 11.40%
  • 14.13

Scheme Allocation

By Holding By Sector By Asset
7.96%
7.00%
6.37%
6.07%
5.51%
67.09%
View All

Advance Ratio

  • -0.21Alpha
  • 3.73SD
  • 0.81Beta
  • 0.44Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 0.25% - For redemptions within 7 days from the date of allotment. Nil - For redemptions after 7 days from the date of allotment.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

Fund Managers

Ashwin Jain

Risk-o-meter

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moderate moderate Moderately
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High

Peer Comparison

  • Fund Name
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More Funds from Sundaram Mutual Fund

18076
  • Fund Name
  • AUM - ₹ 23

AMC Contact Details

  • Address :
  • Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com
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