Sundaram Focused Fund (G)

EquityFocused Fund

Last Updated NAV Date: 10 Jun 2026

3 Year Returns

10.03%

NAV (₹)

153.4763

1 Day NAV Change

-0.53%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 300
AUM₹ 1016.14 Cr
Expense Ratio2.24%
Lock-in PeriodNo Lock-in Period
Inception Date11 Nov 2005
Fund Age20 Yrs

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.

Fund’s Investment Objective

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

Calculate Your Mutual Fund Returns

Calculator

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return-2.23%
3 Month Return0.12%
6 Month Return-4.26%
1 Year Return-3.47%
3 Year Return10.03%
5 Year Return9.28%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Apr 2026
SectorsAllocationWeightageValue (in Cr.)
Banks
28.95%294.128
IT - Software
8.59%87.299
Telecom-Service
6.85%69.645
Retail
6.82%69.278
Automobile
6.16%62.637
Auto Ancillaries
6.13%62.246
Insurance
5.49%55.752
Castings, Forgings & Fastners
5.21%52.984
Others
4.91%49.899
Healthcare
3.61%36.698

Stock Holdings

Last Updated: 30 Apr 2026
NameAllocationWeightageValue (in Cr.)Sector
HDFC Bank
7.95%81.098Banks
TREPS
7.07%72.138Debt Others
ICICI Bank
6.64%67.698Banks
Bharti Airtel
6.38%65.095Telecom-Service
TVS Motor Co.
5.74%58.544Automobile
Craftsman Auto
5.70%58.179Auto Ancillaries
Kotak Mah. Bank
4.96%50.549Banks
Happy Forgings
4.86%49.522Castings, Forgings & Fastners
Avenue Super.
4.10%41.861Retail
Infosys
3.55%36.255IT - Software

Fund Manager Details

19 years in Institutional Equities (Investment & Fund Management) May 2022 - June 2024 Kedaara Capital Advisors LLP - Director Insights April 2016 - April 2022 - ICICI Prudential AMC- Equity Fund Manager Mar 2010 - April 2016 - ICICI Prudential AMC - Investment Analyst Sep 2008 - April 2009 - Merrill Lynch - Associate - Fixed Income Derivatives. April 2007 - June 2007 - Merrill Lynch - Summer Analyst. BE., PGDM

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Sundaram Mutual Fund

Funds Managed

40

Assets Managed

₹ 74,954.10 Cr

Contact Details

Registered Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014

Managing Director

Anand Radhakrishnan

Chief Executive Officer

Anand Radhakrishnan

Compliance Officer

P Sundararajan

No open NFOs available
Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

The Net Asset Value (NAV) of Sundaram Focused Fund (G) is updated at the end of every business day. You can check the latest NAV in the header section of this page.
You can invest in Sundaram Focused Fund (G) online through the Anand Rathi AR Invest app or website. Simply log in, complete your KYC if not already done, and choose between SIP or Lumpsum investment modes.
Exit load varies by scheme. For Sundaram Focused Fund (G), please refer to the "Fund Details" section above to see if any exit load applies for early redemptions.
Mutual funds are generally suitable for long-term wealth creation. However, suitability depends on your individual risk appetite and financial goals. You should review the riskometer and fund performance before investing.
Once you invest, you can track your portfolio performance, NAV changes, and transaction history in real-time through the AR Invest dashboard.

Download the AR Invest App

  • 5000+ Schemes
  • Personalized Solutions
  • Expert Insights
Download app from Google Play Store opens in a window
Download app from Apple App Store opens in a window