Sundaram Focused Fund - Direct - Growth
Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
10.89%
Expense Ratio
1.31%
as of 01/08/2026
AUM
₹92.18 Cr
Qtr End: Jun 26
NAV
₹180.2
as of 16/10/2026
3Y Returns (CAGR)
10.89%
Expense Ratio
1.31%
as of 01/08/2026
AUM
₹92.18 Cr
Qtr End: Jun 26
NAV
₹180.2
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.74% | -2.94% | 10.89% |
| 6M | 3.18% | 6.46% | 11.43% |
| 1Y | -0.43% | -0.43% | 13.47% |
| 3Y | 36.34% | 10.89% | 13.47% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 23/09/2005
- Fund Age
- 21.1 years
- Minimum Investment
- ₹300
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Focused Fund (Equity Scheme)
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