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Multibagg AI is an AI powered stock research and analysis platform. We provide data, information, content, and analytics for publicly traded Indian companies listed on NSE and BSE. AI can make mistakes, check important information.
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₹182.16
▲ 0.71
(0.39%)
| Instrument Name | Watchlist | Investment Date | % Holding | No of Units | Value (₹ Cr) | Asset Type | Industry Name |
|---|---|---|---|---|---|---|---|
 Happy Forgings Ltd | 31 Aug 2026 | 8.08% | 3,67,376 | ₹88.61 Cr | Equity | Castings, Forgi... | |
 ICICI Bank Ltd | 31 Aug 2026 | 7.10% | 5,35,836 | ₹77.91 Cr | Equity | Banks | |
 TREPS | 31 Aug 2026 | 6.84% | 0 | ₹75.07 Cr | Reverse Repo | Debt Others | |
| TVS Motor Company Ltd | 31 Aug 2026 | 6.63% | 1,67,610 | ₹72.76 Cr | Equity | Automobile | |
 Craftsman Automatio... | 31 Aug 2026 | 6.20% | 60,675 | ₹67.95 Cr | Equity | Auto Ancillaries | |
 Bharti Airtel Ltd | 31 Aug 2026 | 5.70% | 3,45,000 | ₹62.51 Cr | Equity | Telecom-Service | |
 Kotak Mahindra Bank... | 31 Aug 2026 | 5.04% | 13,18,785 | ₹55.31 Cr | Equity | Banks | |
| HDFC Bank Ltd | 31 Aug 2026 | 3.70% | 5,72,389 | ₹40.58 Cr | Equity | Banks | |
 Apollo Hospitals En... | 31 Aug 2026 | 3.64% | 44,916 | ₹39.97 Cr | Equity | Healthcare | |
 Sedemac Mechatronic... | 31 Aug 2026 | 3.49% | 1,23,888 | ₹38.27 Cr | Equity | Electronics |
Funds in the same category by AUM
You can invest in Sundaram Focused Fund - Direct (G) through a lump sum investment or a monthly SIP. The minimum lump sum investment is ₹300 and the minimum SIP amount is ₹100.
The latest NAV of Sundaram Focused Fund - Direct (G) is ₹182.16.
Sundaram Focused Fund - Direct (G) manages assets worth ₹1,096.80 Cr.
The expense ratio of Sundaram Focused Fund - Direct (G) is 1.30%.
The exit load applicable on Sundaram Focused Fund - Direct (G) is 0.25% - For redemptions within 7 days from the date of allotment. Nil - For redemptions after 7 days from the date of allotment..
As per the riskometer, Sundaram Focused Fund - Direct (G) carries Very High risk.
Sundaram Focused Fund - Direct (G) is managed by Sundaram Mutual Fund.
Sundaram Focused Fund - Direct (G) belongs to the Focused Fund category.
Sundaram Focused Fund - Direct (G) is benchmarked against the Nifty 500 TRI.
Sundaram Focused Fund - Direct (G) has no lock-in period, so units can be redeemed at any time subject to the applicable exit load.
Sundaram Focused Fund - Direct (G) was launched on 02 Jan 2013.
After the initial investment, you can invest in Sundaram Focused Fund - Direct (G) in further multiples of ₹300.
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
02 Jan 2013
₹1,096.80 Cr
₹182.16
₹100
₹300
Very High
1.30%
1.12
0.80
0.57
3.73
0.92
0.02
23.30
| Company | Watchlist | Sector | Activity | Investment Date | % Holding | Market Value | Shares | Asset Type | Rating |
|---|---|---|---|---|---|---|---|---|---|
| Bank of Baroda | Banks - Public Se... | Bought | 31 Aug 2026 | 1.90% | ₹20.80 Cr | 8,71,932 | Equity | EQUITY | |
| Tech Mahindra Ltd | Computers - Softw... | Sold | 31 Jul 2026 | 3.48% | ₹37.15 Cr | 2,25,000 | Equity | EQUITY | |
 Dalmia Bharat Ltd | Cement - Mini - S... | Bought | 31 Jul 2026 | 2.03% | ₹21.68 Cr | 1,20,451 | Equity | EQUITY |
This fund has Very High risk.
Returns over a year are annualised (per year, compounded).
Calendar year return from the first period shown through each year.
| Fund | 1Y | 3Y | Expense Ratio | Fund Size | Alpha | Sharpe | Risk | |
|---|---|---|---|---|---|---|---|---|
 AXIS Focused Fund - Direct (G) | -1.32% | 9.88% | 1.06% | ₹11,424.21 Cr | 0.66 | 0.52 | Very High | |
 Aditya Birla SL Focused Fund-... | 1.89% | 12.32% | 0.98% | ₹7,971.40 Cr | 2.39 | 0.67 | Very High | |
 Canara Robeco Focused Fund - ... | -3.55% | 12.57% | 0.78% | ₹2,919.63 Cr | 8.32 | 0.67 | Very High | |
 DSP Focused Fund - Direct (G) | -0.50% | 12.80% | 1.09% | ₹2,671.23 Cr | 2.34 | 0.63 | Very High | |
 Tata Focused Fund - Direct (G) | -5.55% | 9.21% | 0.90% | ₹1,755.10 Cr | -0.34 | 0.47 | Very High | |
| Sundaram Focused Fund - Direc... | 1.91% | 10.19% | 1.30% | ₹1,096.80 Cr | 1.12 | 0.57 | Very High | |
 Union Focused Fund - Direct (G) | 4.59% | 11.36% | 1.61% | ₹462.18 Cr | 7.23 | 0.59 | Very High |
Funds in the same category by AUM
| Fund | Watchlist | AMC | NAV | Fund Size | Expense Ratio | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|---|---|
 SBI Focused Fund - Direct... | SBI Mutual Fund | ₹442.06 | ₹51,247.73 Cr | 0.83% | 9.32% | 15.07% | 11.04% | |
 HDFC Focused Fund - Direc... | HDFC Mutual Fund | ₹261.79 | ₹28,200.67 Cr | 0.80% | -2.56% | 15.08% | 17.70% | |
 ICICI Pru Focused Fund - ... | ICICI Prudential Mutual Fund | ₹106.95 | ₹17,948.80 Cr | 1.17% | -0.70% | 16.54% | 14.54% | |
 Franklin India Focused Eq... | Franklin Templeton Mutual Fund | ₹109.73 | ₹11,506.08 Cr | 1.17% | -11.18% | 7.26% | 9.03% | |
| AXIS Focused Fund - Direc... | Axis Mutual Fund | ₹63.68 | ₹11,424.21 Cr | 1.06% | -1.32% | 9.88% | 3.37% | |
| Sundaram Focused Fund - D... | Sundaram Mutual Fund | ₹182.16 | ₹1,096.80 Cr | 1.30% | 1.91% | 10.19% | 9.18% |