Sundaram Focused Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹300

Sundaram Focused Growth Direct Plan

NAV
₹178.7491
-0.83%
(13 Feb)
AUM
1,056 Cr
TER
1.21%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+22.3%
+17.5%
+14.7%
+11.1%
+7.6%
+5.0%
3Y
+25.0%
+23.6%
+22.0%
+16.9%
+15.8%
+24.2%
5Y
+20.9%
+23.4%
+20.3%
+13.8%
+13.1%
+17.3%
ALL
+16.5%
+15.8%
+23.7%
+12.9%
+14.3%
+21.6%
VOL
15.0%
16.7%
14.3%
-
15.6%
14.8%
TER
0.6%
0.6%
0.4%
-
1.2%
0.6%
AUM
₹14,935 Cr
₹26,332 Cr
₹2,208 Cr
-
₹1,056 Cr
₹4,867 Cr
INFO
1.10
0.94
1.66
-
0.91
1.46
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Focused (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
HDFC Bank Ltd
9.2%
ICICI Bank Ltd
6.9%
Bharti Airtel Ltd
6.4%
TVS Motor Co Ltd
5.8%
Craftsman Automation Ltd
5.2%
Kotak Mahindra Bank Ltd
5.1%
Infosys Ltd
4.8%
Happy Forgings Ltd
3.9%
Tech Mahindra Ltd
3.7%
SBI Life Insurance Co Ltd
3.4%
Top industry exposure
Financial Services
34.5%
Consumer Cyclical
16.8%
Industrials
11.2%
Technology
10.1%
Communication Services
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
59%
Lock-in period
-
Exit load
• 0.25% for redemption within 7 days
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.
Fund manager(s)
Ashwin Jain

FAQs