Sundaram Focused Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Sundaram Focused Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹300
AUM (Fund size)
₹1,068 Cr
Lock In Period
N/A
Expense Ratio
2.3
Exit Load
0.25% will be charged for redemption within 7 days.
Benchmark
BSE 250 LargeMidCap Total Return
Sundaram Focused Fund Growth Calculate Returns
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Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.45 | -0.28 | 3.14 |
| 6M | 7.69 | 3.42 | 29.38 |
| 1Y | 3.09 | 4.99 | 28.06 |
| 3Y | 9.32 | 14.87 | 78.25 |
Portfolio Analysis
- Equity: 96.77%
- Debt: 3.24%
- Others
As on: 2026-07-31
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About Fund Sundaram Focused Fund Growth
Sundaram Focused Fund Growth managed by Sundaram Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹1,068 Crore. The fund benchmarks its performance against the BSE 250 LargeMidCap Total Return while maintaining an expense ratio of 2.3. Under the expert guidance of Ashwin Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Ashwin Jain
Mr. Ashwin Jain is a B.E. and PGDM.Prior to joining ICICI Prudential Asset Management Co. Ltd. in 2010 he has worked with HCL Technologies, Irevana and Merill Lynch.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Nippon India Focused Fund Growth | 3 | 8,650 CR | 2.03 |
| UTI Focused Fund (30 Stocks) Growth | 1 | 2,474 CR | 2.11 |
| Sundaram Focused Fund Growth | 1 | 1,068 CR | 2.3 |
| Invesco India Focused Fund Growth | 4 | 6,065 CR | 1.97 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Focused Fund Growth | 0.0173 | 26.9551 |
| This FundUTI Focused Fund (30 Stocks) Growth | -1.8127 | 27.7145 |
| This FundSundaram Focused Fund Growth | 3.0902 | 30.644 |
| This FundInvesco India Focused Fund Growth | 3.7743 | 71.3454 |
Sundaram Focused Fund Growth FAQs
Sundaram Focused Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Focused Fund Growth is 2.3. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Focused Fund Growth’s fund performance is as follows:
- 1 Month : -2.45%
- 6 Months : 7.69%
- 1 Year : 3.09%
- 3 Years : 9.32%
You can invest in Sundaram Focused Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Focused Fund Growth is ₹1,068 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Focused Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
