Sundaram Focused-Growth
Sundaram Focused-Growth: Mutual Fund Overview
Sundaram Focused-Growth is an Flexi Cap mutual fund with over 20.33 years of performance history. The scheme manages an AUM of ₹1055.51 Cr and has a NAV of ₹150.9956. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 4.52%.
Equity, Flexi Cap, Principal at very high risk
1 Year Return 4.52% at 12 Mar 2026 07:23 PM
Fund Details
NAV 150.9956
Sub-Type Flexi Cap
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 20.33
Fund Size(in Crores) 1055.51
Fund Performance
1 Month -7.04%
3 Month -6.09%
6 Month -5.7%
1 Year 4.52%
3 Year 12.53%
5 Year 10.34%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.8%) Market Cap Mid Cap 23.01 Small Cap 12.89 Large Cap 61.9 Top Sectors Financial 84.41 Insurance 7.69 Services 3.19 Unclassified 2.51 Top Holding L&T Fin 1.9 Angel One 1.31 Seshaasai Technologies 0.33 Aye Finance 1.4 ICICI Bank 13.04 Bajaj Finance 1.71 HDFC Life Insurance 1.48 Indusind Bank 2.63 Kotak Mahindra Bank 3.1 Sundaram Finance 0.63 Axis Bank 9.8 Equitas Small Finance Bank 1.76 Star Health and Allied Insurance Company 1.03 Bank of Baroda 2.78 ICICI Prudential 0.76 KFin Technologies 1.45 Aavas Financiers 0.65 HDB Financial Services 0.52 SBI Life Insurance Company 3.5 HDFC AMC 1.15 SBI Cards 3.83 AU Small Finance Bank 1.54 State Bank of India 6.51 PNB Housing Finance 1.05 Cholamandalam Financial 2.48 One97 Communications 0.72 Max Financial Services 2.58 UTI Asset Mgmt 1.43 HDFC Bank 14.24 Bajaj Finserv 3.23 Piramal Finance 0.93 ICICI Lombard Gen. Insurance 0.92 ICICI Prudential Asset Management Company 2.51 MCX 2.14 The Federal Bank 2.76
Debt & Others (2.1999999999999997%) Sector Allocation Repo 2.22 Margin Money 0.01 Net Payables -0.03 Debt Credit Ratings Debt Category Others 2.2
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-Growth Ret 1M -7.9% Ret 1Y 15.41% Ret 3Y 15.64% Ret 5Y 11.23%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Ret 1M -7.9% Ret 1Y 15.41% Ret 3Y 15.64% Ret 5Y 11.23%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Reinvestment Ret 1M -7.9% Ret 1Y 15.41% Ret 3Y 15.64% Ret 5Y 11.23%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-Growth Ret 1M -8.33% Ret 1Y 16.13% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Payout Ret 1M -8.33% Ret 1Y 16.13% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Reinvestment Ret 1M -8.33% Ret 1Y 16.13% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-Growth Ret 1M -8.51% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Payout Ret 1M -8.51% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Reinvestment Ret 1M -8.51% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-Growth Ret 1M -8.44% Ret 1Y 11.25% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-IDCW Ret 1M -8.44% Ret 1Y 11.25% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.28%
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) 80
Date of Incorporation 2005-11-11
Total AUM 75674.2
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.
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