Investment Objective and Approach

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization. Sundaram Focused Fund invests in a concentrated equity portfolio with high conviction picks for long-term growth. Aimed at investors seeking focused bets.

The fund follows a focused investment approach with specific characteristics:

- The fund is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Since it follows a focused investment strategy, it limits the number of stocks in its portfolio to a maximum of 30.

- This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains.

- As of 31-Dec-2024, Sundaram Focused Fund had invested 93.35% in Equity, 3.64% in Debt and 3.01% in Cash & Cash Eq.

The fund emphasizes quality stock selection and concentrates investments in companies with strong growth potential across market capitalizations. The focused approach allows fund managers to take meaningful positions in their best investment ideas rather than spreading investments too thin.

Fund Managers

The fund is managed by experienced professionals:

- Sudhir Kedia - This scheme was launched on Invalid date and is currently managed by its fund managers Sudhir Kedia and Bharath S.

- Bharath S - Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

Additional fund management team includes Ravi Gopalakrishnan, Rahul Baijal who bring extensive experience in equity research and portfolio management.

About the Fund House (AMC)

Sundaram Asset Management Company Limited is a well-established mutual fund house with a rich heritage:

Company Background:

- Sundaram Mutual Fund was established in 1996 as a fully owned subsidiary of Sundaram Finance Limited.

- Its parent organisation, Sundaram Finance Ltd., was incorporated back in 1954, becoming one of the first financial organisations to be formed in independent India.

- Established in 1996, Sundaram Mutual Fund operates as a wholly-owned subsidiary of Sundaram Finance Limited (SFL), one of India's oldest Non-Banking Financial Companies (NBFCs).

Assets Under Management:

- Sundaram Mutual Fund AMC was incorporated on 26, Feb 1996, and has an AUM size of Rs. 68,692 Cr as on 31, Dec 2024.

- With a total AuM of around Rs. 56666.81 crores, Sundaram is among the top asset management companies in India.

Market Presence:

- Its AUM has grown at a CAGR of 17% over the last 9 years. Sundaram Mutual Fund has been ranked 18th * in the Asset Management industry as well.

- They have 94 branches including international & shared branches along with 305 distributors. Sundaram Mutual Funds has handled over 5.6 million client folios in its decorated history.

- Sundaram Mutual Fund has total of 456 schemes.

Investment Team:

- The AMC has a diverse portfolio of mutual funds in multiple segments including equity, debt, liquid and fixed income funds. They have an astute 21 member investment team, comprising of fund managers, analysts, dealers and economists, who are at the forefront of financial services.

Should I Invest in Sundaram Focused Fund?

Investment Considerations:

Positives:

- High conviction investing approach with maximum 30 stocks allows for concentrated bets on best ideas

- Experienced fund management team with proven track record

- It has delivered 15.34% returns since inception. as of Dec 31, 2024

- Flexi-cap approach provides flexibility to invest across market capitalizations

- Sundaram Focused Fund Direct-Growth scheme return performance in last 1 year is 15.23%, in last 3 years is 37.75% and 446.19% since scheme launch.

Key Metrics (as of recent data):

- The NAV of Sundaram Focused Fund is ₹154.7090 as of 19-Jan-2025.

- The AUM of Sundaram Focused Fund Fund is ₹1,104 Cr as of 31-Dec-2024

- The expense ratio of Sundaram Focused Fund is 2.21.

- The min. SIP amount to invest in this scheme is ₹100.

Risk Factors:

- The riskometer level of Sundaram Focused Fund is Very High.

- Concentrated portfolio means higher volatility compared to diversified funds

- When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

Suitable For:

- Investors seeking high conviction equity exposure

- Those comfortable with higher volatility for potentially higher returns

- Long-term investors with investment horizon of 5+ years

- Investors who prefer active fund management over passive indexing

Investment Recommendation:

Like for all equity funds, you must invest only through the SIP route. Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

FAQs

What is today's NAV of Sundaram Focused Fund?

The current NAV of Sundaram Focused Fund is ₹154.71 as of January 19, 2025. NAV is updated daily after market hours and reflects the per-unit value of the fund's portfolio.

What is the AUM of Sundaram Focused Fund?

The Assets Under Management (AUM) of Sundaram Focused Fund is ₹1,104 crores as of December 31, 2024, indicating the total market value of assets managed by the fund.

What is the expense ratio of Sundaram Focused Fund?

The expense ratio of Sundaram Focused Fund is 2.21%, which covers fund management fees, administrative costs, and other operational expenses charged to investors.

What are the returns of Sundaram Focused Fund since inception?

Sundaram Focused Fund has delivered 15.34% annualized returns since its inception. The fund has generated 446.19% returns since launch, demonstrating strong long-term performance.

What is the minimum SIP amount to invest in Sundaram Focused Fund?

The minimum SIP amount for Sundaram Focused Fund is ₹100 per month, making it accessible for small investors to start systematic investment plans.

How do I invest in Sundaram Focused Fund?

You can invest in Sundaram Focused Fund through Allvest platform by completing your KYC, selecting the fund, choosing between lump sum or SIP, and making payment online.

How to start a SIP in Sundaram Focused Fund?

To start a SIP in Sundaram Focused Fund via Allvest, log in to your account, search for the fund, select 'Start SIP', choose amount and date, then complete the payment setup.

How do I automate an SIP in Sundaram Focused Fund?

You can automate your SIP in Sundaram Focused Fund through Allvest's auto-invest feature, which automatically deducts the chosen amount and invests in the fund at regular intervals.

How can I withdraw/redeem my investment in Sundaram Focused Fund?

To redeem your Sundaram Focused Fund investment, log into Allvest platform, go to your portfolio, select the fund, choose partial or full redemption, and submit the request. Funds typically credit within 2-3 business days.