Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹300
AUM (Fund size)
₹1,056 Cr
Lock In Period
N/A
Expense Ratio
2.26
Benchmark
BSE 250 LargeMidCap Total Return
Exit Load
0.25% will be charged for redemption within 7 days.
Summary
Latest details for Sundaram Focused Fund Growth include a ₹151.0694 NAV as of Mar 09,2026 and returns since inception of 42.61%. Minimum investments start at SIP ₹100. The Sundaram Focused Fund Growth AUM is ₹1,056 Cr, with a lock-in of N/A years, expense ratio of 2.26%, and benchmark BSE 250 LargeMidCap Total Return. Exit load is - 0.25% will be charged for redemption within 7 days.. In the growth review for 1M Month/Year, the fund recorded -3.63% returns, against a category average of -0.50% and a category best of 2.59%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.63 | -0.50 | 2.59 |
| 6M | -3.19 | 2.20 | 27.55 |
| 1Y | 4.19 | 6.50 | 34.53 |
| 3Y | 12.56 | 16.26 | 105.33 |
Portfolio Analysis
- Equity: 99.09%
- Debt: 0.91%
- Others
As on: 2026-01-31
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About Fund
Sundaram Focused Fund Growth managed by Sundaram Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹1,056 Crore. The fund benchmarks its performance against the BSE 250 LargeMidCap Total Return while maintaining an expense ratio of 2.26. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundL&T Focused Equity Fund Growth | 2 | 946.04 CR | 2.32 |
| This FundBaroda BNP Paribas Focused Fund Growth | 1 | 677.72 CR | 2.28 |
| This FundSundaram Focused Fund Growth | 1 | 1055.78 CR | 2.26 |
| This FundHDFC Focused Fund - Growth | 5 | 26332.2 CR | 1.61 |
| This FundICICI Prudential Focused Equity Fund Growth | 5 | 14935.49 CR | 1.69 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundL&T Focused Equity Fund Growth | -1.5686 | 39.5622 |
| This FundBaroda BNP Paribas Focused Fund Growth | 9.3699 | 41.5121 |
| This FundSundaram Focused Fund Growth | 4.1857 | 42.6056 |
| This FundHDFC Focused Fund - Growth | 11.5237 | 72.3894 |
| This FundICICI Prudential Focused Equity Fund Growth | 15.194 | 78.1274 |
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 2.26. 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 : -3.63%
- 6 Months : -3.19%
- 1 Year : 4.19%
- 3 Years : 12.56%
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 ₹1,056 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.
Min Inv Amount: ₹500