Can I invest in SIP and Lumpsum in Sundaram Focused Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Sundaram Focused Fund (G). Minimum lumpsum investment Sundaram Focused Fund (G) is ₹300 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Sundaram Focused Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of Sundaram Focused Fund (G) is Sundaram Focused Fund (G) is ₹147.76 as on 2025-03-07.

Which are the biggest stock holdings of Sundaram Focused Fund (G)?

The 5 biggest stock holdings of Sundaram Focused Fund (G) are: HDFC Bank (8.79%), ICICI Bank (7.22%), Infosys (5.66%), Bharti Airtel (5.28%), Reliance Industr (5.24%)

What are the top sectors Sundaram Focused Fund (G) invests in?

A majority of Sundaram Focused Fund (G) 's AUM worth ₹1,062.46 (Cr) is invested in these 3 top sectors: Banks : 30.13% IT-Software : 10.16% Retailing : 7.73%

Mutual Funds
Sundaram Focused Fund (G)

Sundaram Focused Fund (G)

Focused Fund

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NAV
147.76(0.19%)
Fund Size (CR)
₹1,062.46
Expense Ratio
2.29
Scheme Type
Active Fund
Value Research

Min. investment
₹300
Minimum Additional Investment
₹300
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0.25%
Return Since Launch
14.95%

Absolute Return: -10.88%

Annualized Return: 0%

Basic Details

Scheme Manager

S Bharath

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	28 February 2025	10181.96	1.82%	-	2.42%	91/114
1 Month	7 February 2025	9600.75	-3.99%	-	-5.72%	16/114
3 Month	6 December 2024	8898.28	-11.02%	-	-12.59%	41/114
6 Month	6 September 2024	8949.23	-10.51%	-	-12.30%	28/114
1 Year	7 March 2024	10383.38	3.83%	3.83%	3.61%	49/114
3 Year	7 March 2022	14926.82	49.27%	14.27%	16.21%	76/102
5 Year	6 March 2020	21952.85	119.53%	17.01%	17.58%	44/82
Since Inception	11 November 2005	147764.60	1377.65%	14.95%	14.94%	63/114

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 April 2024	1,20,000	113191.67	-5.67%	-5.67%
3 Year	1 April 2022	3,60,000	423779.92	17.72%	5.59%
5 Year	1 April 2020	6,00,000	855190.90	42.53%	7.35%
10 Year	1 April 2015	12,00,000	2477631.44	106.47%	7.52%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.01%

Standard Deviation

0.93%

Beta

0.37%

Sharpe Ratio

-0.00%

Treynor's Ratio

-0.96%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	8.79%	550000	93.43	Equity	Banks
ICICI Bank	7.22%	612000	76.67	Equity	Banks
Infosys	5.66%	319864	60.13	Equity	IT - Software
Bharti Airtel	5.28%	345000	56.11	Equity	Telecomm-Service
Reliance Industr	5.24%	440000	55.66	Equity	Refineries
Axis Bank	4.39%	472482	46.59	Equity	Banks
Zomato Ltd	4.38%	2114000	46.58	Equity	E-Commerce/App based Aggregator
St Bk of India	4.35%	597896	46.21	Equity	Banks
ICICI Lombard	4.28%	244811	45.50	Equity	Insurance
Dr Reddy's Labs	4.22%	367886	44.78	Equity	Pharmaceuticals

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Invesco India Focused Fund - Dir (IDCW)	3360.52	-4.73%	-13.87%	-8.21%	14.74%	23.01%
Invesco India Focused Fund - Dir (G)	3360.52	-4.85%	-14.00%	-8.35%	14.57%	22.96%
HDFC Focused 30 Fund - Direct (IDCW)	15687.54	-3.47%	-7.10%	-4.86%	11.84%	26.57%
HDFC Focused 30 Fund - Direct (G)	15687.54	-3.49%	-7.12%	-4.88%	11.82%	26.56%
DSP Focus Fund - Direct (IDCW)	2392.95	-4.50%	-9.44%	-10.97%	11.23%	18.79%

News

Sundaram Mutual Fund announces IDCW under its schemes
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Equity Savings Fund - Regular Plan - IDCW - Quarterly Option: 0.289
Sundaram Equity Savings Fund - Direct Plan - IDCW - Quarterly Option: 0.420
Sundaram Equity Savings Fund - Regular Plan - IDCW - Half Yearly Option: 0.537
Sundaram Equity Savings Fund - Direct Plan - IDCW - Half Yearly Option: 0.572
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 February 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 January 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Fund House Details & Investment Objective

Date of Incorporation

23 September 2005

Total AUM (Cr)

₹1062.46

Sundaram Focused Fund (G) is an Focused Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 23 September 2005, this fund is managed by S Bharath. With assets under management (AUM) worth ₹1,062.46 (Cr), as of 7 March 2025, Sundaram Focused Fund (G) is categorized as a Focused Fund within its segment. The fund has generated a return of 14.95% since its launch.
The current NAV of Sundaram Focused Fund (G) is ₹147.76, as on 7 March 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Sundaram Focused Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹300.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
0.25% - For redemptions within 7 days from the date of allotment. Nil - For redemptions after 7 days from the date of allotment. The fund has generated 14.27% and 17.01% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 96.59% in Equity, 3.97% in Debt and -0.56% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 30.13% in Banks, 10.16% in IT-Software, 7.73% in Retailing, 7.67% in Pharmaceuticals & Biotech, 5.72% in Electrical Equipments

FAQs

How to Invest in Sundaram Focused Fund (G) Direct Growth?

Sundaram Focused Fund (G) is a popular fund in the Focused Fund segment. The fund has generated a return of 14.95% since inception. Looking to invest in Sundaram Focused Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Focused Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Sundaram Focused Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Focused Fund (G) today and reap the benefits of this Focused Fund fund!

How much returns has Sundaram Focused Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Focused Fund (G) has generated annualised return of 3.83%. In the long-term, the fund has generated 14.27% and 17.01% in 3 and 5 years respectively. Since its inception, the fund has generated 14.95% returns.

What is the expense ratio of Sundaram Focused Fund (G) Direct Growth?

The expense ratio of Sundaram Focused Fund (G) Direct Growth is 2.29%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Focused Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Focused Fund (G) is ₹1,062.46 (Cr) as of 2025-03-07 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Focused Fund (G) Direct Growth?

Redeeming or selling units of Sundaram Focused Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram Focused Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Sundaram Focused Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).