32
FocusedAvoid
Sundaram Focused
Sundaram · Direct–Growth · rank #22 of 28 by Smart Score
Data updated
Trailing returns
1 Year
0.1%
+4.8% vs index
3 Years
10.0%
+0.7% vs index
5 Years
7.9%
-0.0% vs index
Since launch
13.5%
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 32/100 — #22 of 28 Focused fund (Avoid). It stands out for sharpe ratio — beating 75% of peers on sharpe ratio. 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 return7.90% · 15th percentile in category
Volatility20.29 · 2nd percentile in category
Alpha-9.53 · 2nd percentile in category
3Y return10.02% · 31st percentile in category
Expense ratio1.34% · 17th percentile in category
Sharpe ratio0.57 · 75th percentile in category
Top holdings
1.Happy Forgings Ltd.7.36%
2.ICICI Bank Ltd6.87%
3.TVS Motor Company Ltd6.67%
4.Craftsman Automation Ltd6.13%
5.Bharti Airtel Ltd5.88%
29 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.