Sundaram Focused Fund
Sundaram Focused Fund maintains a pronounced banking conviction with over a quarter of assets in the sector, anchored by HDFC and ICICI Bank, while selective bets in auto components and consumer retail reflect confidence in domestic cyclical recovery. The manager's sharp portfolio tilt—57% in just ten holdings—signals strong stock-picking conviction rather than broad market exposure. The substitution of discretionary consumption plays (Jubilant Foodworks replacing consumer staples) combined with a tactical cash buffer suggests positioning for selective growth while hedging broader market volatility.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Primary | ₹153.2658 | -0.67% | -2.25% | +10.96% | — |
Portfolio Metrics(latest month)
vs Category Peers
Active Stock PickerActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
What Changed2026-03-31 → 2026-04-30
| Stock | Weight |
|---|---|
| Jubilant Foodworks Ltd | 1.08% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | HDFC Bank Ltd INE040A01034 | 7.95% |
| 2 | TREPS | 7.07% |
| 3 | ICICI Bank Ltd INE090A01021 | 6.64% |
| 4 | Bharti Airtel Ltd INE397D01024 | 6.38% |
| 5 | TVS Motor Company Ltd INE494B01023 | 5.74% |
| 6 | Craftsman Automation Ltd INE00LO01017 | 5.70% |
| 7 | Kotak Mahindra Bank Ltd INE237A01036 | 4.96% |
| 8 | Happy Forgings Ltd INE330T01021 | 4.86% |
| 9 | Avenue Supermarts Ltd INE192R01011 | 4.10% |
| 10 | Infosys Ltd INE009A01021 | 3.55% |
| 11 | Apollo Hospitals Enterprise Ltd INE437A01024 | 3.36% |
| 12 | Triveni Turbine Ltd INE152M01016 | 3.33% |
| 13 | Tech Mahindra Ltd INE669C01036 | 3.25% |
| 14 | SBI Life Insurance Company Ltd INE123W01016 | 3.21% |
| 15 | City Union Bank Ltd INE491A01021 | 3.06% |
| 16 | Interglobe Aviation Ltd INE646L01027 | 2.79% |
| 17 | PI Industries Ltd INE603J01030 | 2.76% |
| 18 | TATA Consumer Products Ltd INE192A01025 | 2.74% |
| 19 | Trent Ltd INE849A01020 | 2.24% |
| 20 | Sedemac Mechatronics Ltd INE00XB01019 | 2.24% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does Sundaram Focused Fund hold?
Sundaram Focused Fund holds 28 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 32.41% of NAV.
What is the largest holding in Sundaram Focused Fund?
The largest position in Sundaram Focused Fund is HDFC Bank Ltd, accounting for 7.95% of NAV in the Banks sector.
Is Sundaram Focused Fund a concentrated or diversified fund?
With a Gini coefficient of 0.301, Sundaram Focused Fund is well-diversified. The HHI concentration index is 40,293 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 32.41% of the portfolio.
What is the market cap allocation of Sundaram Focused Fund?
Based on SEBI's AMFI classification, Sundaram Focused Fund's equity portfolio is split as: Large Cap: 57.52%, Mid Cap: 8.00%, Small Cap: 20.41%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Sundaram Focused Fund invest in most?
Sundaram Focused Fund has the highest allocation to Banks (26.95%), Retailing (8.27%), It - Software (8.00%). The fund is invested across 17 sectors in total.
How actively managed is Sundaram Focused Fund compared to other Focused Fund funds?
Sundaram Focused Fund has an Active Share of 66.95%, classifying it as "Active Stock Picker" among 27 Focused Fund peers. This indicates a moderate level of differentiation from category peers.
What changed in Sundaram Focused Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, Sundaram Focused Fund added 1 new stock (including Jubilant Foodworks Ltd) and exited 2 stocks (including Colgate Palmolive (India) Ltd). Total holding count decreased from 31 to 30 stocks.