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18076
Sundaram Focused Fund (G)
11.25
5.53
10.00
-0.56
3.98
8.67
6.67
14.55
7
1.61
10
Sundaram Focused Fund (G)
1.69
11.13
1.19
3.5
5 Years

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

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  • NAV

    168.87

    27 Aug 2026

  • 0.11%

     1 Day

  • 11.25%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 100

    Min SIP

  • ₹ 300

    Min Lumpsum

  • 2.3%

    Expense Ratio

  • 3

     Rating

  • 1,068 Cr

    Fund Size

  • 20 Years

    Fund Age

SIP Calculator

SIP One-Time
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Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Scheme Performance

Returns and Ranks ( as on 27 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 5.53%
  • 11.25%
  • 10.00%
  • 14.55

Scheme Allocation

By Holding By Sector By Asset
7.36%
7.20%
6.77%
6.37%
5.68%
66.62%
View All

Advance Ratio

  • -1.21Alpha
  • 3.73SD
  • 0.80Beta
  • 0.37Sharpe

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

Low Low to
moderate Moderate Moderately
High High Very
High

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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