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 Mar
Top holdings
Treps
10.0%
HDFC Bank Ltd
9.6%
ICICI Bank Ltd
9.0%
Bharti Airtel Ltd
5.7%
Reliance Industries Ltd
5.4%
Infosys Ltd
4.8%
ICICI Lombard General Insurance Co Ltd
4.2%
Dr Reddy's Laboratories Ltd
4.0%
Kotak Mahindra Bank Ltd
4.0%
TVS Motor Co Ltd
3.9%
Top industry exposure
Financial Services
32.0%
Industrials
13.5%
Consumer Cyclical
9.1%
Communication Services
8.9%
Technology
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
69%
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.