NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Sundaram Focused Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹100
Min Lumpsum	₹300
Expense Ratio	1.36%
NAV	₹187.68 (11 Nov 2026)
Fund Size	₹1,012.02 Cr
Fund Started	02 Jan 2013
Lock-in Period	No lock-in
Exit Load	0.25%For redemptions within 7 days from the date of allotment NilFor redemptions after 7 days from the date of allotment

Returns	Sundaram Focused Fund - Direct (G)
1M	5.04%
3M	-1.38%
6M	6.01%
1Y	4.05%
3Y	11.22%
5Y	8.59%
Since Inception	13.73%

Trailing risk-adjusted performance measures

Risk Ratio	Sundaram Focused Fund - Direct (G)
Alpha	0.80
Beta	0.80
Sharpe	0.37
Standard Deviation	3.84

Holding Analysis	Sundaram Focused Fund - Direct (G)
Top 5 Holdings	33.58%
Top 10 Holdings	55.79%
Portfolio Turnover	29.90
Equity	95.80%
Debt	4.41%
Cash	—

Fund Manager	Sundaram Focused Fund - Direct (G)
Name	,

About	Sundaram Focused Fund - Direct (G)
AMC	Sundaram Mutual Fund
Scheme Category	Focused Fund
Benchmark	Nifty 500 TRI
Launch Date	01 Jan 2013