Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Focused Fund

Holds 29 companies worth ₹986 Cr in Sept 2026.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹1,032 CrSundaram Focused Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.9% on Aug 2026, ₹1,097 Cr.

  • Largest holding

    Happy Forgings LimitedHappy Forgings Limited is 7.4% of this scheme's NAV.

  • Fund manager

    Shalav SaketRuns its co-manager part since 31 Dec 2021, as the fund house dates it. With Ashwin Jain (co-manager).

AUM(Mar 2022 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,032−5.9%
Aug 20261,097+2.7%
Jul 20261,068+1.4%
Jun 20261,053+3.5%
May 20261,017−0.3%
Apr 20261,020+7.7%
Mar 2026947−10.3%
Feb 20261,0560.0%
Jan 20261,056−4.2%
Dec 20251,1030.0%
Nov 20251,103+0.6%
Oct 20251,097+2.2%
AUM at month end, Sept 2026
₹1,032 Cr
−5.9% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2022 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20269.03%−0.10 pt
Jun 20269.13%−0.32 pt
Mar 20269.45%+0.13 pt
Dec 20259.32%+0.07 pt
Direct plans' share of AUM, Sept 2026
9.03%
−0.29 pt since Dec 2025
Fig. 2.Sundaram Focused Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.35%−4.42%––−3.84%
3 months *
−2.11%−2.35%––−2.16%
6 months *
+4.55%+4.04%––+5.69%
1 year
−0.54%−1.53%−5.06%+4.51 pt−0.62%
3 years
+9.43%+8.34%+9.52%−0.09 pt+11.75%
5 years
+8.32%+7.21%+8.39%−0.07 pt+10.09%
10 years
+12.78%+11.76%+12.45%+0.33 pt+13.06%
Since launch
+13.47%+14.09%+12.89%+0.58 pt+14.56%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI.