16276
18076
Sundaram Focused Fund - Direct (G)
13.68
0.21
17.01
-0.68
0.11
2.58
5.23
14.56
7
2.19
17.01
Sundaram Focused Fund - Direct (G)
2.08
15.83
1.19
3.5
5 Years

SIP TrendupStart investing with ₹100

Start SIP
  • NAV

    180.85

    04 Dec 2025

  • -0.02%

     1 Day

  • 13.68%

    3Y CAGR returns

One click to compare funds with our smart tool—analyze returns & more! Compare
  • ₹ 100

    Min SIP
  • ₹ 300

    Min Lumpsum
  • 1.29%

    Expense Ratio
  • 3

    Rating
  • 1,156 Cr

    Fund Size
  • 12 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Fund Comparison

Investment Period : 5 Years


Note : For comparison, we’ve assumed ₹1,00,000 invested. Savings account is shown at 3.5% annual return

Returns and Ranks ( as on 04 Dec 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 0.21%
  • 13.68%
  • 17.01%
  • 14.56
  • -0.25Alpha
  • 3.27SD
  • 0.81Beta
  • 0.73Sharpe
  • 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.
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
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  • Fund Name
  • 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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FAQs

You can invest in Sundaram Focused Fund - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Sundaram Focused Fund - Direct (G) in the search box.
  3. 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 (G) has delivered 16.21% since inception

The NAV of Sundaram Focused Fund - Direct (G) is ₹176.423 as of 04 Dec 2025

The expense ratio of Sundaram Focused Fund - Direct (G) is % as of 04 Dec 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 (G) 1057.99 CR as of 04 Dec 2025

The minimum SIP amount of Sundaram Focused Fund - Direct (G) is 100

The top stock holdings of Sundaram Focused Fund - Direct (G) are

  1. HDFC Bank - 9.46%
  2. ICICI Bank - 6.57%
  3. Bharti Airtel - 6.46%
  4. TVS Motor Co. - 5.36%
  5. Kotak Mah. Bank - 5.06%

The top sectors Sundaram Focused Fund - Direct (G) has invested in are

  1. Banks - 22.67%
  2. Retailing - 9.61%
  3. Electrical Equipments - 8.15%
  4. Petroleum Products - 7.52%
  5. Pharmaceuticals & Biotech - 7.41%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Sundaram Focused Fund - Direct (G) 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 (G) based on your investment objective and risk tolerance

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