Sundaram Focused Fund - Direct Plan IDCW | Sundaram Focused Fund - Direct Plan NAV Today [45.48], Performance & History

Sundaram Focused Fund - Direct Plan is a Equity mutual fund categorized under Largecap, offered by Sundaram Asset Management Company Ltd.. Launched on 01 Jan 2013, investors can start with a minimum ... Read more

NAV History

Fund Details

Min. SIP Amount

₹100

Inception Date

01 Jan 2013

Min. Lumpsum Amount

₹ 300

Fund Age

12 Yrs

AUM

₹ 1,102.59 Cr.

Benchmark

BSE 250 LargeMidCap Total Return

Expense Ratio

1.29%

Scheme Type

Open Ended

Exit Load

0.25%

Returns Calculator

Investment amount per month

₹1,000

Over the past

Would have become

On total investment of

*Calculation based on past performance of this fund.

Asset Allocation

AUM

₹ 1,102.59 Cr

Equity

89.56%

Money Market & Cash

10.51%

Sector Holdings

Sectors	Weightage
Finance - Banks - Private Sector	26.57%
Treps/Reverse Repo	10.51%
IT Consulting & Software	9.44%
Auto - 2 & 3 Wheelers	6.11%
Telecom Services	5.92%
Pharmaceuticals	4.26%
Finance - Non Life Insurance	4.25%
Refineries	4.12%
Engineering - General	3.92%
Forgings	3.54%
Engineering - Heavy	3.19%
Internet & Catalogue Retail	3.04%
Airlines	2.97%
Hospitals & Medical Services	2.86%
Retail - Departmental Stores	2.78%
Tea & Coffee	2.50%
Finance - Banks - Public Sector	2.15%
Aluminium	1.94%

See All

Stock Holdings

Name	Weightage	Value (in Cr.)	Sector
TREPS	10.51%	₹ 113.59	Others
HDFC Bank Ltd	9.90%	₹ 106.97	Finance - Banks - Private Sector
ICICI Bank Ltd	9.31%	₹ 100.64	Finance - Banks - Private Sector
Bharti Airtel Ltd	5.92%	₹ 64.04	Telecom Services
Kotak Mahindra Bank Ltd	5.06%	₹ 54.72	Finance - Banks - Private Sector
Infosys Ltd	4.62%	₹ 49.99	IT Consulting & Software
TVS Motor Company Ltd	4.31%	₹ 46.61	Auto - 2 & 3 Wheelers
Dr. Reddys Laboratories Ltd	4.26%	₹ 46.03	Pharmaceuticals
ICICI Lombard General Insurance Company Ltd	4.25%	₹ 45.91	Finance - Non Life Insurance
Bharat Petroleum Corporation Ltd	4.12%	₹ 44.58	Refineries
Craftsman Automation Ltd	3.92%	₹ 42.41	Engineering - General
Happy Forgings Ltd	3.54%	₹ 38.25	Forgings
Tech Mahindra Ltd	3.28%	₹ 35.41	IT Consulting & Software
Triveni Turbine Ltd	3.19%	₹ 34.45	Engineering - Heavy
Info Edge (IndiLtd	3.04%	₹ 32.83	Internet & Catalogue Retail
Interglobe Aviation Ltd	2.97%	₹ 32.12	Airlines
Apollo Hospitals Enterprise Ltd	2.86%	₹ 30.90	Hospitals & Medical Services
Avenue Supermarts Ltd	2.78%	₹ 30.08	Retail - Departmental Stores
TATA Consumer Products Ltd	2.50%	₹ 27.06	Tea & Coffee
Axis Bank Ltd	2.30%	₹ 24.88	Finance - Banks - Private Sector
State Bank of India	2.15%	₹ 23.25	Finance - Banks - Public Sector
Hindalco Industries Ltd	1.94%	₹ 20.95	Aluminium
Bajaj Auto Ltd	1.80%	₹ 19.47	Auto - 2 & 3 Wheelers
HCL Technologies Ltd	1.54%	₹ 16.63	IT Consulting & Software

See All

Returns

	Annualised returns
	9M	1Y	2Y	3Y
Fund returns	6.51%	-5.03%	4.30%	7.50%
Category returns	13.53%	0.54%	24.01%	53.26%

Fund Objective

To provide capital appreciation and /or dividend distribution by predominantly investing in companies having a large market capitalization. For the purpose of this Fund, Large Cap Companies are ... Read more

AMC Details

Name

Sundaram Asset Management Company Ltd.

Date of Incorporation

24 Aug 1996

CEO

Mr. Anand Radhakrishnan

CIO

Mr. Dwijendra Srivastava

Type

Pvt.Sector-Indian

Address

Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras), Tamil Nadu, India - 600014

Website

http://www.sundarammutual.com

dhirent@sundarammutual.com

Top Funds from Equity - Focused

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Aditya Birla Sun Life Focused Fund - Direct Plan Largecap Direct	₹59.67	1.35%	31.60%	56.52%	₹8,211	0.88%	Very High
Aditya Birla Sun Life Focused Fund - Direct Plan Largecap Direct	₹59.67	1.35%	31.60%	56.52%	₹8,211	0.88%	Very High
HDFC Focused Fund - Regular Plan Sector Regular	₹26.14	-1.55%	29.82%	75.40%	₹26,230	1.61%	Very High
HDFC Focused Fund - Regular Plan Sector Regular	₹26.14	-1.55%	29.82%	75.40%	₹26,230	1.61%	Very High
DSP Focused Fund Diversified Regular	₹22.45	-3.84%	29.80%	41.81%	₹2,707	2.00%	Very High
DSP Focused Fund Diversified Regular	₹22.45	-3.84%	29.80%	41.81%	₹2,707	2.00%	Very High
Motilal Oswal Focused Fund Diversified Regular	₹43.48	-5.69%	29.14%	54.57%	₹1,521	2.14%	Very High
Mirae Asset Focused Fund - Direct Plan MidsmallCap Direct	₹25.75	-0.48%	28.85%	79.16%	₹7,904	0.57%	Very High
Mirae Asset Focused Fund - Direct Plan MidsmallCap Direct	₹25.75	-0.48%	28.85%	79.16%	₹7,904	0.57%	Very High
Aditya Birla Sun Life Focused Fund Largecap Regular	₹25.23	0.41%	27.94%	49.31%	₹8,211	1.81%	Very High

Top Funds from Sundaram Asset Management Company Ltd.

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Sundaram Consumption Fund Sector Regular	₹29.27	-2.45%	30.73%	51.73%	₹1,628	2.17%	Very High
Sundaram Consumption Fund Sector Regular	₹29.27	-2.45%	30.73%	51.73%	₹1,628	2.17%	Very High
Sundaram Services Fund Sector Regular	₹22.76	-0.80%	30.56%	75.30%	₹4,769	1.86%	Very High
Sundaram Services Fund Sector Regular	₹22.76	-0.80%	30.56%	75.30%	₹4,769	1.86%	Very High
Sundaram Dividend Yield Fund Diversified Regular	₹40.08	-3.85%	30.49%	54.85%	₹923	2.28%	Very High
Sundaram Dividend Yield Fund Diversified Regular	₹40.08	-3.85%	30.49%	54.85%	₹923	2.28%	Very High
Sundaram Dividend Yield Fund Diversified Regular	₹40.08	-3.85%	30.49%	54.85%	₹923	2.28%	Very High
Sundaram Value Fund - Direct Plan ELSS Direct	₹21.03	1.81%	29.80%	48.94%	₹1,484	1.74%	Very High
Sundaram Value Fund - Direct Plan ELSS Direct	₹21.03	1.81%	29.80%	48.94%	₹1,484	1.74%	Very High
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan Index Direct	₹81.82	-3.09%	28.04%	64.42%	₹132	0.61%	Very High

FAQs

What is the current NAV of Sundaram Focused Fund - Direct Plan IDCW?

The current Net Asset Value (NAV) of Sundaram Focused Fund - Direct Plan IDCW is ₹45.48 as of 18 Dec 2025. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Sundaram Focused Fund - Direct Plan IDCW?

The Assets Under Management (AUM) of Sundaram Focused Fund - Direct Plan IDCW is ₹1,102.59 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Sundaram Focused Fund - Direct Plan IDCW?

Sundaram Focused Fund - Direct Plan IDCW has delivered returns of -5.03% (1 Year), 7.50% (3 Year), 8.49% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Sundaram Focused Fund - Direct Plan IDCW?

Sundaram Focused Fund - Direct Plan IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Sundaram Focused Fund - Direct Plan IDCW?

The minimum lumpsum investment required for Sundaram Focused Fund - Direct Plan IDCW is ₹300. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

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