Sundaram Focused-G

Fund Category: Focused

Fund Category Focused

Very High Equity G

3 Morning Star

2 Value Research

NAV( 31 Aug 2026)

₹ 169.61

3.06%

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Sundaram Focused-G

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Performance

11.28%3y Returns

0.35% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 300
Lock In

0
Expense ratio

2.29%
Exit load

0.25% Exit load of 0.25% if redeemed within 7 days.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 1,068 Cr
Plan

REGULAR
Launch date

23 Sep 2005
Fund type

OPEN
Fund benchmark

NIFTY 500 Total Return Index
ISIN

INF173K01189

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
ICICI Bank Ltd	7.2%
Go Digit General Insurance Ltd	1.68%
SEDEMAC Mechatronics Ltd	3.11%
Kotak Mahindra Bank Ltd	4.82%
Aavas Financiers Ltd	0.93%
City Union Bank Ltd	2.98%
Bharti Airtel Ltd	6.37%
Cholamandalam Investment & Finance Company Ltd	2.14%
Interglobe Aviation Ltd	3.21%
Trent Ltd	2.33%
Triveni Turbine Ltd	3.34%
Apollo Hospitals Enterprise Ltd	3.77%
HDFC Bank Ltd	7.36%
Tech Mahindra Ltd	3.48%
Jubilant FoodWorks Ltd	0.95%
SBI Life Insurance Company Ltd	3.17%
State Bank of India	2.03%
Info Edge (India) Ltd	2.32%
Craftsman Automation Ltd	5.61%
Tata Consumer Products Ltd	2.48%
TVS Motor Company Ltd	6.77%
Cash/Net Current Assets	0.06%
Repo	3.18%
Avenue Supermarts Ltd	3.35%
HCL Technologies Ltd	1.28%
Infosys Ltd	3.25%
Happy Forgings Ltd	5.68%
PI Industries Ltd	2.38%
KEC International Ltd	0.77%
Axis Bank Ltd	1.98%
Dalmia Bharat Ltd	2.03%

Sectors

Company	Allocation %
Others	3.24%
Construction	3.34%
Automobile	12.38%
Consumer Staples	2.48%
Materials	2.03%
Financial	29.44%
Capital Goods	3.88%
Chemicals	2.38%
Services	12.16%
Technology	8.01%
Insurance	4.85%
Metals & Mining	5.68%
Healthcare	3.77%
Communication	6.37%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

42
AUM

₹ 84,487 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

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Ravi Gopalakrishnan

Funds Offered

8
AUM

₹ 31,595 Cr
Highest Return

16.91%

About

Ravi Gopalakrishnan Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP
One time

SIP amount

/ Monthly

Monthly SIP Date

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Frequently Asked Questions

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What is the current NAV of Sundaram Focused-G?

The current NAV of Sundaram Focused-G is ₹ 169.6105

How much does Sundaram Focused-G charge as expense ratio?

The expense ratio of Sundaram Focused-G is 2.29%

How to Redeem Sundaram Focused-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram Focused-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Sundaram Focused-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Focused-G based on your investment objective and risk profile.

What is the return of Sundaram Focused-G?

For Sundaram Focused-G, 3-year return is 11.28% per annum and 5-year return is 9.56% per annum. Check the return performance in detail on the page.

What is the lock-in period in Sundaram Focused-G?

The lock-in-period of Sundaram Focused-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

Sundaram Focused-G

₹ 169.61

3.06%

Sundaram Focused-G

Performance

11.28%3y Returns

Investment details

₹ 100

₹ 300

0

2.29%

0.25% Exit load of 0.25% if redeemed within 7 days.

L After 365 days

Fund details

₹ 1,068 Cr

REGULAR

23 Sep 2005

OPEN

NIFTY 500 Total Return Index

INF173K01189

Fund allocation

Risk Associated

Very High

About AMC

Sundaram Mutual Fund >

Contact Information

Address:

42

₹ 84,487 Cr

About

Fund Manager

Ravi Gopalakrishnan

8

₹ 31,595 Cr

16.91%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Sundaram Focused-G?

How much does Sundaram Focused-G charge as expense ratio?

How to Redeem Sundaram Focused-G Regular Growth?

What are the steps to invest in Sundaram Focused-G?

Can I invest in Sundaram Focused-G through both SIP and lump sum?

What is the return of Sundaram Focused-G?

What is the lock-in period in Sundaram Focused-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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