27
FocusedAvoid
Sundaram Focused
Sundaram · Direct–Growth · rank #25 of 28 by Smart Score
Data updated
Trailing returns
1 Year
6.3%
+3.3% vs index
3 Years
11.7%
+0.1% vs index
5 Years
10.3%
-0.1% vs index
Since launch
13.9%
Year-by-year performance
2016
+0.8%—
2017
+37.1%—
2018
+2.9%—
2019
+15.8%—
2020
+13.0%—
2021
+23.8%-6.9% vs index
Why this score
Sundaram Focused scores 27/100 — #25 of 28 Focused fund (Avoid). The main drag is its 5y return (better than only 15% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
5Y return10.27% · 15th percentile in category
Volatility20.29 · 2nd percentile in category
Alpha-9.53 · 2nd percentile in category
3Y return11.67% · 31st percentile in category
Expense ratio1.32% · 17th percentile in category
Fund size1068.19 Cr · 27th percentile in category
Top holdings
1.HDFC Bank Ltd7.36%
2.ICICI Bank Ltd7.2%
3.TVS Motor Company Ltd6.77%
4.Bharti Airtel Ltd6.37%
5.Happy Forgings Ltd.5.68%
29 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.