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Sundaram Focused-Growth
Equity, Flexi Cap, Principal at very high risk
1 Year Return 7.92%
Fund Details
NAV 161.0748
Sub-Type Flexi Cap
Rating 3
Min. SIP Amount 100.0
Fund Age(Year) 20.27
Fund Size 1055.78
Fund Performance
1 Month 0.52%
3 Month -1.34%
6 Month 1.72%
1 Year 7.92%
3 Year 14.25%
5 Year 11.74%
Comparison with same funds
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M 1.26% Ret 1Y 10.62% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M 1.26% Ret 1Y 10.62% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M 1.26% Ret 1Y 10.62% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M 2.2% Ret 1Y 11.17% Ret 3Y 15.53% Ret 5Y 13.97%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M 2.2% Ret 1Y 11.17% Ret 3Y 15.53% Ret 5Y 13.97%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M 2.2% Ret 1Y 11.17% Ret 3Y 15.53% Ret 5Y 13.97%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M 1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M 1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M 1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -0.73% Ret 1Y 15.89% Ret 3Y 14.92% Ret 5Y 9.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -0.73% Ret 1Y 15.89% Ret 3Y 14.92% Ret 5Y 9.25%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.26%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sudhir Kedia
Education Mr. Kedia is CA, CMA and MBA.
Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Ashwin Jain
Education Mr. Jain is a B.E. and PGDM.
Experience Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.
Bharath S.
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk%
AMC and Fund details
Rank (total sets) 94
Date of Incorporation 2005-11-11
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.14%) Market Cap Mid Cap 11.13 Large Cap 65.21 Small Cap 22.81 Top Sectors Financial 29.12 Automobile 11.15 Services 10.61 Technology 10.12 Healthcare 6.93 Communication 6.43 Insurance 5.33 Consumer Staples 4.6 Metals & Mining 3.91 Consumer Discretionary 3.77 Construction 2.82 Chemicals 2.79 Capital Goods 1.56 Top Holding Happy Forgings 3.91 Bharti Airtel 6.43 Craftsman Automation 5.24 PI Industries 2.79 SBI Life Insurance Company 3.41 HCL Technologies 1.63 TVS Motor Company 5.84 TVS Motor Company - Pref. Shares 0.06 Aavas Financiers 0.21 Dr. Reddy's Laboratories 1.94 Kotak Mahindra Bank 5.1 Infosys 4.77 State Bank of India 2.15 Avenue Supermarts 3.35 Info Edge (India) 2.39 Tata Consumer Products 2.63 Whirlpool Of India 0.68 HDFC Bank 9.25 KEC International 1.56 Interglobe Aviation 2.89 Axis Bank 2.24 City Union Bank 3.3 Mankind Pharma 2.03 Triveni Turbine 2.82 Amber Enterprises India 3.09 Apollo Hospitals Enterprise 2.96 ICICI Bank 6.88 Colgate-Palmolive (India) 1.98 Tech Mahindra 3.71 Trent 1.98 Go Digit General Insurance 1.93
Debt & Others (0.86%) Sector Allocation Repo 0.2 Cash/Net Current Assets 0.65 Debt Credit Ratings Debt Category Others 0.86
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