NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹153.66
-1.23%
NAV as on 06 Mar 26, 12:00 AM
very high risk
focused fund
equity
NAV as on 06 Mar 26, 12:00 AM
very high risk
focused fund
equity
4.19%p.a.
Last 1Y
12.55%p.a.
Last 3Y
11.01%p.a.
Last 5Y
14.38%p.a.
Since Inception
About Sundaram Focused-Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Focused-Growth scheme from Sundaram Asset Management Company Limited. It is a Focused Fund mutual fund scheme that predominantly invests in Focused Fund stocks of companies. Launched on Nov 2005, Sundaram Focused-Growth is Focused Fund fund of its category with 1,055.78 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.
- Sundaram Focused-Growth delivered 4.2% annual returns during the last year. It has delivered 14.4% average annual returns since the fund was launched.
- Sundaram Focused-Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
Top 10 Holdings
Repo
0.20%
Net Payables
-0.12%
Apollo Hospitals Enterprise Ltd
2.96%
Axis Bank Ltd
2.24%
Bajaj Auto Ltd
1.86%
Bharat Petroleum Corporation Ltd
4.20%
Bharti Airtel Ltd
6.43%
Dr. Reddy's Laboratories Ltd
1.94%
HCL Technologies Ltd
1.63%
HDFC Bank Ltd
9.25%
Fund Managers
- Ashwin Jain (Oct 2024 - Present)
Key Information
View Scheme Document
Sundaram Focused-Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Sundaram Focused-Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram Focused-Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram Focused-Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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