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Sundaram Focused Fund

Regular plan – Growth
Other options

The page shows the Growth option. The Regular plan’s other options have their own codes.

OptionAMFI codeISIN
Growth (this page)149532INF173K01189
IDCW149531INF173K01205, INF173K01197, INF173K01AL2

Focused FundSundaram Mutual Fund

Open-ended. Launched on 11 Nov 2005.

NAVNAV Net asset value: the value of one unit of the scheme, which the fund house works out at the end of each business day.
Data delayed
AssetsAssets The market value of everything the scheme holds, less what it owes, as the fund house discloses it at each month-end.
₹1,032 cr
30 Sep 2026
SIP fromSIP Systematic investment plan: a fixed sum put into the scheme at regular intervals, usually every month.
₹100
a month
BenchmarkBenchmark The market index the fund house names in the SID as the measure the scheme is compared against.
NIFTY 500 Total Return Index
as the SID names it
Riskometer
Very High
read by Felix on 28 Oct 2026
Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission

The fund house also offers a Direct plan of this scheme, whose expenses are lower to the extent of the distribution commission.

Assets: the fund house’s month-end disclosure of 30 Sep 2026. Minimums: fund house documents, as read by Felix on 28 Oct 2026. Benchmark: the SID.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

What it is

SEBI’s rule for a Focused Fund: at least 80% in shares, of no more than 30 companies. Source: SEBI

What the SID allows it to holdSID Scheme information document: the scheme’s offer document, which sets out its objective, asset allocation, risks and expenses.

Equityallowed 80% to 100%
Debtallowed 0% to 20%
Money marketallowed 0% to 20%

Source: the SID’s asset allocation, from fund house disclosures.

Riskometer

LowLow toModerateModerateModeratelyHighHighVery HighRiskometer

The risk of the scheme is Very High

As read by Felix on 28 Oct 2026. Fund houses review this level every month, and the fund house’s latest disclosure prevails: Riskometer disclosures, Sundaram Mutual Fund

  • Low
  • Low to Moderate
  • Moderate
  • Moderately High
  • High
  • Very High

Benchmark: NIFTY 500 Total Return Index. Its riskometer is published monthly by the fund house: Riskometer disclosures, Sundaram Mutual Fund

Source: fund houses’ disclosures.

Who runs it

Bars on one scale, from the scheme’s launch. Other schemes A to Z. Source: fund house disclosures, as of 28 Oct 2026.

Codes and identity

from the SID and AMFI
Fund house
Sundaram Mutual Fund
SEBI category
Focused Fund
Plan and option
Regular plan – Growth
Structure
Open-ended
Launched
11 Nov 2005
AMFI code, Growth
149532
ISIN, Growth
INF173K01189
ISINs of the IDCW options
  • IDCW INF173K01205, INF173K01197, INF173K01AL2
Registrar
KFin Tech
Fund house website
sundarammutual.com ↗

Sundaram Mutual Fund

Sundaram Mutual Fund runs 34 schemes in their Regular plan: 16 equity, 9 debt, 6 hybrid, 1 index funds and ETFs, 2 other.

12 fund managers, in their current schemes for 2 years 3 months on average.

1 scheme launched in the last 12 months.

Source: fund houses’ disclosures, as of 28 Oct 2026.

Buying and selling

SIP from
₹100, as the KIM states it
Entry load
Nil, since 1 Aug 2009
Stamp duty
0.005% of the amount invested, since 1 Jul 2020
Applicable NAV
That business day’s, when the application and the money reach the fund house by the 3 pm cut-off; after it, the next business day’s
Redemption money
Within 3 working days of the redemption request

Sources: the scheme’s KIM for the minimums; SEBI for the entry load, cut-off and redemption timeline; Ministry of Finance for stamp duty.

The category: Focused Fund

All 28 schemes

28 schemes in their Regular plan, from 28 fund houses.

Schemes 19 to 28 of 28, A to Z; this scheme is marked.Schemes 23 to 27 of 28, A to Z; this scheme is marked.

Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
Mirae Asset Focused FundNIFTY 500 Total Return Index6,350992019
Motilal Oswal Focused FundNIFTY 500 Total Return Index1,8455002013
Nippon India Focused FundBSE 500 Total Return Index8,0751002006
Old Bridge Focused FundBSE 500 Total Return Index4,5422,5002024
Quant Focused FundNIFTY 500 Total Return Index8251,0002008
SBI Focused FundBSE 500 Total Return Index50,1805002004
Sundaram Focused FundNIFTY 500 Total Return Index1,0321002005
Tata Focused FundNIFTY 500 Total Return Index1,6251002019
Union Focused FundBSE 500 Total Return Index4335002019
UTI Focused Fund (30 stocks)NIFTY 500 Total Return Index2,3105002021
Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
Quant Focused FundNIFTY 500 Total Return Index8251,0002008
SBI Focused FundBSE 500 Total Return Index50,1805002004
Sundaram Focused FundNIFTY 500 Total Return Index1,0321002005
Tata Focused FundNIFTY 500 Total Return Index1,6251002019
Union Focused FundBSE 500 Total Return Index4335002019
Show all 28 schemes
Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
360 ONE Focused FundBSE 500 Total Return Index6,4961,0002014
Aditya Birla Sun Life Focused FundNIFTY 500 Total Return Index7,5121002005
Axis Focused FundNIFTY 500 Total Return Index10,4761002012
Bandhan Focused FundBSE 500 Total Return Index2,0871002006
Baroda BNP Paribas Focused FundNIFTY 500 Total Return Index5202502017
Canara Robeco Focused FundBSE 500 Total Return Index2,7301,0002021
DSP Focused FundNIFTY 500 Total Return Index2,5031002010
Edelweiss Focused FundNIFTY 500 Total Return Index9591002022
Franklin India Focused Equity FundNIFTY 500 Total Return Index10,4105002007
HDFC Focused FundNIFTY 500 Total Return Index26,5531002004
HSBC Focused FundNIFTY 500 Total Return Index1,7515002020
ICICI Prudential Focused FundBSE 500 Total Return Index17,1681002009
Invesco India Focused FundBSE 500 Total Return Index6,2291002020
ITI Focused FundNIFTY 500 Total Return Index6075002023
JM Focused FundBSE 500 Total Return Index2741002008
Kotak Focused FundNIFTY 500 Total Return Index4,2731002019
LIC MF Focused FundNIFTY 500 Total Return Index1712002017
Mahindra Manulife Focused FundNIFTY 500 Total Return Index1,9305002020
Mirae Asset Focused FundNIFTY 500 Total Return Index6,350992019
Motilal Oswal Focused FundNIFTY 500 Total Return Index1,8455002013
Nippon India Focused FundBSE 500 Total Return Index8,0751002006
Old Bridge Focused FundBSE 500 Total Return Index4,5422,5002024
Quant Focused FundNIFTY 500 Total Return Index8251,0002008
SBI Focused FundBSE 500 Total Return Index50,1805002004
Sundaram Focused FundNIFTY 500 Total Return Index1,0321002005
Tata Focused FundNIFTY 500 Total Return Index1,6251002019
Union Focused FundBSE 500 Total Return Index4335002019
UTI Focused Fund (30 stocks)NIFTY 500 Total Return Index2,3105002021

Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as read by Felix on 28 Oct 2026; benchmarks as each SID names them.

What changed

  1. 21 Oct 2024Ashwin Jain became a fund manager
  2. 11 Nov 2005Launched
  3. 19 Oct 2005NFO closed
  4. 23 Sep 2005NFO opened

Source: fund house disclosures and SEBI.

Documents

KIM Key information memorandum: the short summary of the SID that comes with every application form.

Sundaram Mutual Fund publishes the scheme’s documents on its website:

  • Scheme information document (SID)
  • Key information memorandum (KIM)
  • Monthly factsheet
  • Monthly portfolio disclosure

Read SID/KIM on AMC site

Felix links to the fund house’s own copies and never copies them.

Questions about this fund

Who manages it, and since when?

Ashwin Jain, since 21 Oct 2024 (Fund manager). Source: Sundaram Mutual Fund’s disclosures.

What is the minimum SIP?

₹100 a month, as of 28 Oct 2026, from the fund house’s documents.

What is its benchmark?

NIFTY 500 Total Return Index, as the SID names it. Felix shows the benchmark by name only.

When was it launched, and what was it called before?

It was launched on 11 Nov 2005.

How do I invest in it?

Read the SID and KIM on Sundaram Mutual Fund’s website first. A mutual fund distributor can place your application in this scheme’s Regular plan. Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission.

What does “Regular plan – Growth” mean?

The Regular plan is the one bought through a distributor; its expenses include the distributor’s commission. In the Growth option, gains stay in the NAV and nothing is paid out.

Where are its documents?

On Sundaram Mutual Fund’s website: the scheme information document (SID), the key information memorandum (KIM) and the monthly factsheet.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Data on this page

BlockSourceFor
AssetsFund houses’ disclosures, at month-end30 Sep 2026
MinimumsFund house documents, as read by Felix28 Oct 2026
RiskometerFund houses’ disclosures, as read by Felix28 Oct 2026
Asset allocationThe SID, from fund house disclosures28 Oct 2026
Fund managersFund house disclosures28 Oct 2026

Something wrong or out of date? Report an error

When you are ready, invest with a person.

Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission