Sundaram Focused Fund - Direct Growth
-
NAV
164.38
as on 21 Mar 2025
-
₹1.00 (0.61%)
Last Change
-
12.92%
3Y CAGR returns
-
₹ 100
Min SIP -
₹ 300
Min Lumpsum -
1.4%
Expense Ratio -
1,007 Cr
Fund Size -
12 Years
Fund Age
Returns and Ranks ( as on 21 Mar 2025 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 7.62%
- 12.92%
- 23.09%
- 14.56
- 0.10Alpha
- 4.01SD
- 0.93Beta
- 0.45Sharpe
- 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.
S Bharath
moderate Moderate Moderately
High High Very
High
- Fund Name
-
- Equity
- Focused Fund
- Fund Size (Cr.) - ₹ 15,516
-
- Equity
- Focused Fund
- Fund Size (Cr.) - ₹ 217
-
- Equity
- Focused Fund
- Fund Size (Cr.) - ₹ 2,259
-
- Equity
- Focused Fund
- Fund Size (Cr.) - ₹ 10,907
-
- Equity
- Focused Fund
- Fund Size (Cr.) - ₹ 966
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 10,451
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 804
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,325
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,398
-
- Equity
- Small Cap Fund
- AUM - ₹ 2,763
-
- Equity
- ELSS
- AUM - ₹ 19
- Address :
- Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
- Contact :
- +91044-2858 3362/3367
- Email ID :
- customerservices@sundarammutual.com
Large Cap
- Fund Name
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 34,212
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 4,519
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 60,177
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 33,913
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 2,263
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
FAQs
You can invest in Sundaram Focused Fund - Direct Growth in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Focused Fund - Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
Sundaram Focused Fund - Direct Growth has delivered 16.21% since inception
The NAV of Sundaram Focused Fund - Direct Growth is ₹176.423 as of 21 Mar 2025
The expense ratio of Sundaram Focused Fund - Direct Growth is % as of 21 Mar 2025
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of Sundaram Focused Fund - Direct Growth 1057.99 CR as of 21 Mar 2025
The minimum SIP amount of Sundaram Focused Fund - Direct Growth is 100
The top stock holdings of Sundaram Focused Fund - Direct Growth are
- HDFC Bank - 9.46%
- ICICI Bank - 8.32%
- Bharti Airtel - 5.38%
- Infosys - 5.36%
- Reliance Industr - 5.24%
The top sectors Sundaram Focused Fund - Direct Growth has invested in are
- Banks - 22.67%
- Retailing - 9.61%
- Electrical Equipments - 8.15%
- Petroleum Products - 7.52%
- Pharmaceuticals & Biotech - 7.41%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select Sundaram Focused Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of Sundaram Focused Fund - Direct Growth based on your investment objective and risk tolerance