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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Focused Fund median (29 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 03 Jan 2022 – 20 Aug 2026, limited by Sundaram Focused Fund - Direct Plan - IDCW (. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Sundaram Focused Fund - Direct Plan - IDCW ( | Nifty 500 |
|---|---|---|
| 03 Jan 2022 | ₹100.00 | ₹100.00 |
| 24 May 2022 | ₹84.46 | ₹90.42 |
| 12 Oct 2022 | ₹89.64 | ₹97.54 |
| 02 Mar 2023 | ₹89.07 | ₹95.94 |
| 20 Jul 2023 | ₹100.95 | ₹112.09 |
| 08 Dec 2023 | ₹104.37 | ₹123.01 |
| 27 Apr 2024 | ₹111.94 | ₹137.06 |
| 15 Sep 2024 | ₹129.90 | ₹157.37 |
| 03 Feb 2025 | ₹114.34 | ₹140.76 |
| 24 Jun 2025 | ₹114.58 | ₹152.01 |
| 11 Nov 2025 | ₹117.08 | ₹155.76 |
| 01 Apr 2026 | ₹96.31 | ₹137.69 |
| 20 Aug 2026 | ₹113.70 | ₹154.64 |
| Metric | Sundaram · Direct · IDCW NAV ₹44.55 Very High risk ★★☆☆☆ | Category median Focused Fund · 29 funds |
|---|---|---|
| -2.14% | -2.14% | |
| +4.41% | +10.43% | |
| — | +10.23% | |
| — | +7.71% | |
| +2.81% | +12.32% | |
| +3.93% | — | |
| +6.49% | +13.69% | |
| — | +12.00% | |
| — | +10.33% | |
| Risk | ||
| 14.46% | 15.25% | |
| -0.14 | 0.27 | |
| -0.19 | 0.36 | |
| -28.34% | -36.57% | |
| Nifty 500 | — | |
| -5.90% | -0.71% | |
| 0.82 | 0.96 | |
| 71.7% | 93.2% | |
| 98.0% | 97.9% | |
| 1.30% | 1.05% | |
| ₹975.13Cr | ₹2,383Cr | |
| 0.25% | — | |
| None | — | |
| ₹100 | — | |
| ₹300 | — | |
| 54% | 32% | |
| Sudhir Kedia | — | |
| 03 Jan 2022 | — | |
| 28 | — | |
| 53.6% | — | |
| 6.2% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.