銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

Sundaram Focused Growth

Sundaram Focused Growth

+10.70%
3Y annualised
-0.20% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Jun '26
?159.89
Min. for SIP
?100
Fund size (AUM)
?1,016.14 Cr
Expense ratio
2.32%
Rating
2

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year?60,000?60,922
+1.54%
3 years?1,80,000?1,94,053
+7.81%
5 years?3,00,000?3,72,281
+24.09%
10 years?6,00,000?11,47,015
+91.17%

Holdings (31)

NameSectorInstrumentsAssets
HDFC Bank LtdFinancialEquity7.70%
ICICI Bank LtdFinancialEquity6.63%
Bharti Airtel LtdTechnologyEquity6.21%
TVS Motor Company LtdConsumer DiscretionaryEquity5.54%
Craftsman Automation LtdConsumer DiscretionaryEquity5.42%
Happy Forgings Ltd.MaterialsEquity5.02%
Kotak Mahindra Bank LtdFinancialEquity4.99%
RepoUnspecifiedRepo4.86%
Triveni Turbine LtdIndustrialsEquity4.32%
Avenue Supermarts LtdConsumer StaplesEquity3.64%
Apollo Hospitals Enterprise LtdHealthcareEquity3.61%
Infosys LtdTechnologyEquity3.50%
Tech Mahindra LtdTechnologyEquity3.29%
SBI Life Insurance Company LtdFinancialEquity3.24%
City Union Bank LtdFinancialEquity2.90%
Interglobe Aviation LtdIndustrialsEquity2.87%
Tata Consumer Products LtdConsumer StaplesEquity2.84%
SEDEMAC Mechatronics Ltd.IndustrialsEquity2.62%
PI Industries LtdMaterialsEquity2.52%
Mankind Pharma Ltd.HealthcareEquity2.36%
Trent LtdConsumer DiscretionaryEquity2.30%
Axis Bank LtdFinancialEquity2.18%
State Bank of IndiaFinancialEquity2.00%
Info Edge (India) LtdTechnologyEquity1.98%
Go Digit General Insurance Ltd.FinancialEquity1.88%
Cholamandalam Investment & Finance Company LtdFinancialEquity1.87%
HCL Technologies LtdTechnologyEquity1.18%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity0.97%
Aavas Financiers LtdFinancialEquity0.96%
KEC International LtdDiversifiedEquity0.87%
Net PayablesUnspecifiedNet Payables-0.27%
See All

Minimum investments

Min. for 1st investment
?300
Min. for 2nd investment
?300
Min. for SIP
?100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+10.7%+10.3%+13.2%+14.4%
Category average (Equity Flexi Cap)+16.0%+15.6%+13.5%--
Rank (Equity Flexi Cap)5942----

Exit load, stamp duty and tax

Exit load

Exit load of 0.25% if redeemed within 7 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
HSBC Flexi Cap Fund Growth
HSBC Flexi Cap Fund Growth
+5.57%+17.49%5,538.48
HDFC Flexi Cap Fund Growth
HDFC Flexi Cap Fund Growth
+2.56%+17.45%1,01,821.82
Aditya Birla Sun Life Flexi Cap Fund Growth
Aditya Birla Sun Life Flexi Cap Fund Growth
+6.65%+16.16%26,032.20
Parag Parikh Flexi Cap Fund Growth
Parag Parikh Flexi Cap Fund Growth
-1.15%+14.50%1,41,446.73
Franklin India Flexi Cap Fund Growth
Franklin India Flexi Cap Fund Growth
-2.24%+14.44%18,796.71
Compare

Fund management

AJ
Ashwin Jain
Oct 2024 - Present
View details

Education
Mr. Jain is a B.E. and PGDM.
Experience
Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.

About Sundaram Focused Growth

Sundaram Focused Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Ashwin Jain is the Current Fund Manager of Sundaram Focused Growth fund. The fund currently has an Asset Under Management(AUM) of ?77,804 Cr and the Latest NAV as of 19 Jun 2026 is ?159.89. The Sundaram Focused Growth is rated Very High risk. Minimum SIP Investment is set to ?100. Minimum Lumpsum Investment is ?300. Exit load of 0.25% if redeemed within 7 days. ;

Investment Objective

The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM?77,803.54 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

xxfseo.com