Sundaram Focused Fund
Sundaram Focused Fund is a focused fund of Sundaram Asset Management Company Ltd with ₹1,024 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 3 of 4 periods. Its direct plan charges 1.35% a year.
Has Sundaram Focused Fund beaten its benchmark?
Ahead of its benchmark, Nifty 500 TRI, in 3 of 4 periods in AMFI's figures; +0.46% over the last year against −4.30%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.30% | −3.60% | — |
| 3 months | −1.79% | −5.03% | — |
| 6 months | +3.29% | −1.83% | — |
| 1 year | +0.46% | −4.06% | +4.52 pts |
| 3 years | +9.50% | +9.27% | +0.23 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 3 Jan 2022 | +8.70% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +0.46% | −0.53% | −4.30% | +4.76 | 🔒 |
| 3y | +9.59% | +8.50% | +9.33% | +0.26 | 🔒 |
| 5y | +7.95% | +6.86% | +8.24% | −0.29 | 🔒 |
| 10y | +13.06% | +12.04% | +12.73% | +0.33 | 🔒 |
Value of 100, month-end
Jan 2022 to 14 Oct 2026₹100 put in at the start of Jan 2022 would be ₹151 on 14 Oct 2026, against ₹155 in the Nifty 500 TRI.
What does Sundaram Focused Fund cost?
1.35% a year on the direct plan, 2.34% on the regular plan; 22 of 28 funds in its category charge less.
Who manages Sundaram Focused Fund?
What does Sundaram Focused Fund hold?
31 holdings as of None; the ten largest are 53.9% of the fund, the largest Happy Forgings Ltd at 7.4%.
Mix
Holdings as of NoneFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Sundaram Focused Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Sundaram Focused Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
What is the expense ratio of Sundaram Focused Fund?
1.35% a year on the direct plan and 2.34% on the regular plan (expense report, Oct 2026).
How has Sundaram Focused Fund done?
Its direct plan returned +9.59% a year over 3 years against +9.33% for its benchmark, Nifty 500 TRI, as of 13 Oct 2026.
See Sundaram Focused Fund beside your own funds in Valarth
