31
FocusedAvoid
Sundaram Focused
Sundaram · Direct–Growth · rank #22 of 28 by Smart Score
Data updated
Trailing returns
1 Year
2.3%
+4.3% vs index
3 Years
10.0%
+0.2% vs index
5 Years
9.7%
+0.2% vs index
Since launch
13.8%
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 31/100 — #22 of 28 Focused fund (Avoid). The main drag is its volatility (better than only 2% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
Volatility20.29 · 2nd percentile in category
5Y return9.68% · 27th percentile in category
3Y return10.04% · 28th percentile in category
Alpha-9.53 · 2nd percentile in category
Expense ratio1.30% · 20th percentile in category
Fund size1096.80 Cr · 27th percentile in category
Top holdings
1.Happy Forgings Ltd.8.08%
2.ICICI Bank Ltd7.1%
3.TVS Motor Company Ltd6.63%
4.Craftsman Automation Ltd6.19%
5.Bharti Airtel Ltd5.7%
29 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.